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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 | $63,265 | $135,956-53.5% | $123,894-48.9% | $273,972-76.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 25.78% | 56.63%-30.8pp | 47.52%-21.7pp | 41.46%-15.7pp |
| Employer contribution / active EE | $9,681 | $5,170+87.3% | $4,617+109.7% | $4,869+98.8% |
| Participant deferral / active EE | $6,789 | $6,343+7.0% | $5,984+13.4% | $5,287+28.4% |
| Admin fee / account holder | $1,279 | $9,817-87.0% | $8,357-84.7% | $10,133-87.4% |