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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 | $68,747 | $153,769-55.3% | $133,975-48.7% | $273,972-74.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.66% | 36.51%-26.8pp | 29.29%-19.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $4,610 | $6,029-23.5% | $5,211-11.5% | $4,869-5.3% |
| Participant deferral / active EE | $8,305 | $6,958+19.3% | $6,282+32.2% | $5,287+57.1% |
| Admin fee / account holder | $2,176 | $11,765-81.5% | $9,324-76.7% | $10,133-78.5% |