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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,326 | $135,956-54.9% | $123,894-50.5% | $273,972-77.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.01% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $6,009 | $5,170+16.2% | $4,617+30.2% | $4,869+23.4% |
| Participant deferral / active EE | $4,990 | $6,343-21.3% | $5,984-16.6% | $5,287-5.6% |
| Admin fee / account holder | $5,894 | $9,817-40.0% | $8,357-29.5% | $10,133-41.8% |