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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 | $73,827 | $181,896-59.4% | $156,551-52.8% | $273,972-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.12% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,983 | $6,248-68.3% | $5,501-63.9% | $4,869-59.3% |
| Participant deferral / active EE | $3,238 | $5,550-41.7% | $4,871-33.5% | $5,287-38.7% |
| Admin fee / account holder | $1,228 | $15,560-92.1% | $13,028-90.6% | $10,133-87.9% |