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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 | $36,911 | $135,956-72.9% | $123,894-70.2% | $273,972-86.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.63% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $13,460 | $5,170+160.4% | $4,617+191.6% | $4,869+176.5% |
| Participant deferral / active EE | $6,278 | $6,343-1.0% | $5,984+4.9% | $5,287+18.7% |
| Admin fee / account holder | $5,093 | $9,817-48.1% | $8,357-39.1% | $10,133-49.7% |