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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 | $75,475 | $215,361-65.0% | $171,082-55.9% | $273,972-72.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.93% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $4,084 | $4,967-17.8% | $4,002+2.1% | $4,869-16.1% |
| Participant deferral / active EE | $6,051 | $5,543+9.2% | $4,797+26.1% | $5,287+14.4% |
| Admin fee / account holder | $924 | $10,846-91.5% | $8,520-89.1% | $10,133-90.9% |