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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 | $59,602 | $181,896-67.2% | $156,551-61.9% | $273,972-78.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.44% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,910 | $6,248-53.4% | $5,501-47.1% | $4,869-40.2% |
| Participant deferral / active EE | $7,330 | $5,550+32.1% | $4,871+50.5% | $5,287+38.6% |
| Admin fee / account holder | $7,121 | $15,560-54.2% | $13,028-45.3% | $10,133-29.7% |