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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 | $56,568 | $135,956-58.4% | $123,894-54.3% | $273,972-79.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.78% | 56.63%-44.8pp | 47.52%-35.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $5,617 | $5,170+8.6% | $4,617+21.7% | $4,869+15.4% |
| Participant deferral / active EE | $21,000 | $6,343+231.1% | $5,984+250.9% | $5,287+297.2% |
| Admin fee / account holder | $2,806 | $9,817-71.4% | $8,357-66.4% | $10,133-72.3% |