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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 | $67,159 | $90,486-25.8% | $78,676-14.6% | $273,972-75.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.76% | 75.62%-69.9pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $5,405 | $3,175+70.2% | $2,850+89.6% | $4,869+11.0% |
| Participant deferral / active EE | $11,191 | $3,901+186.9% | $3,517+218.2% | $5,287+111.7% |
| Admin fee / account holder | $7,078 | $5,263+34.5% | $4,510+56.9% | $10,133-30.1% |