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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 | $90,582 | $181,896-50.2% | $156,551-42.1% | $273,972-66.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.76% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,944 | $6,248-52.9% | $5,501-46.5% | $4,869-39.5% |
| Participant deferral / active EE | $4,212 | $5,550-24.1% | $4,871-13.5% | $5,287-20.3% |
| Admin fee / account holder | $8,648 | $15,560-44.4% | $13,028-33.6% | $10,133-14.6% |