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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 | $67,632 | $254,759-73.5% | $216,567-68.8% | $198,609-65.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 21.71% | 10.04%+11.7pp | 12.94%+8.8pp | 202.70%-181.0pp |
| Employer contribution / active EE | $6,726 | $6,096+10.3% | $5,216+29.0% | $5,055+33.0% |
| Participant deferral / active EE | $4,546 | $6,948-34.6% | $6,191-26.6% | $6,977-34.8% |
| Admin fee / account holder | $7,979 | $26,311-69.7% | $21,981-63.7% | $19,030-58.1% |