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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 | $69,973 | $181,896-61.5% | $156,551-55.3% | $273,972-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,764 | $6,248-7.7% | $5,501+4.8% | $4,869+18.4% |
| Participant deferral / active EE | $4,353 | $5,550-21.6% | $4,871-10.6% | $5,287-17.7% |
| Admin fee / account holder | $1,563 | $15,560-90.0% | $13,028-88.0% | $10,133-84.6% |