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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 | $54,771 | $135,956-59.7% | $123,894-55.8% | $273,972-80.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.06% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,410 | $5,170-72.7% | $4,617-69.5% | $4,869-71.0% |
| Participant deferral / active EE | $5,050 | $6,343-20.4% | $5,984-15.6% | $5,287-4.5% |
| Admin fee / account holder | $1,223 | $9,817-87.5% | $8,357-85.4% | $10,133-87.9% |