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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 | $74,982 | $181,896-58.8% | $156,551-52.1% | $273,972-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.07% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $4,552 | $6,248-27.2% | $5,501-17.3% | $4,869-6.5% |
| Participant deferral / active EE | $9,086 | $5,550+63.7% | $4,871+86.5% | $5,287+71.8% |
| Admin fee / account holder | $1,298 | $15,560-91.7% | $13,028-90.0% | $10,133-87.2% |