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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 | $66,822 | $135,956-50.9% | $123,894-46.1% | $273,972-75.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.89% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $3,293 | $5,170-36.3% | $4,617-28.7% | $4,869-32.4% |
| Participant deferral / active EE | $6,240 | $6,343-1.6% | $5,984+4.3% | $5,287+18.0% |
| Admin fee / account holder | $15,556 | $9,817+58.5% | $8,357+86.1% | $10,133+53.5% |