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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 | $24,327 | $135,956-82.1% | $123,894-80.4% | $273,972-91.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 74.02% | 56.63%+17.4pp | 47.52%+26.5pp | 41.46%+32.6pp |
| Employer contribution / active EE | $5,843 | $5,170+13.0% | $4,617+26.6% | $4,869+20.0% |
| Participant deferral / active EE | $6,256 | $6,343-1.4% | $5,984+4.5% | $5,287+18.3% |
| Admin fee / account holder | $7,028 | $9,817-28.4% | $8,357-15.9% | $10,133-30.6% |