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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 | $50,392 | $135,956-62.9% | $123,894-59.3% | $273,972-81.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.57% | 56.63%-51.1pp | 47.52%-41.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,581 | $5,170-11.4% | $4,617-0.8% | $4,869-5.9% |
| Participant deferral / active EE | $6,637 | $6,343+4.6% | $5,984+10.9% | $5,287+25.5% |
| Admin fee / account holder | $1,574 | $9,817-84.0% | $8,357-81.2% | $10,133-84.5% |