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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 | $55,571 | $140,592-60.5% | $123,105-54.9% | $125,389-55.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 5.36% | 16.80%-11.4pp | 13.22%-7.9pp | 282.24%-276.9pp |
| Employer contribution / active EE | $7,759 | $6,041+28.4% | $5,151+50.6% | $4,866+59.4% |
| Participant deferral / active EE | $6,662 | $6,980-4.6% | $6,229+6.9% | $5,352+24.5% |
| Admin fee / account holder | $2,120 | $11,198-81.1% | $9,014-76.5% | $9,541-77.8% |