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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 | $59,682 | $135,956-56.1% | $123,894-51.8% | $273,972-78.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.69% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $10,539 | $5,170+103.9% | $4,617+128.3% | $4,869+116.5% |
| Participant deferral / active EE | $17,242 | $6,343+171.8% | $5,984+188.1% | $5,287+226.1% |
| Admin fee / account holder | $635 | $9,817-93.5% | $8,357-92.4% | $10,133-93.7% |