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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 | $89,113 | $111,814-20.3% | $103,378-13.8% | $145,978-39.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.38% | 24.80%-15.4pp | 24.91%-15.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $5,987 | $4,215+42.0% | $3,870+54.7% | $4,662+28.4% |
| Participant deferral / active EE | $6,594 | $5,618+17.4% | $5,058+30.4% | $6,690-1.4% |
| Admin fee / account holder | $13,693 | $9,764+40.2% | $8,401+63.0% | $13,400+2.2% |