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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 | $40,795 | $181,896-77.6% | $156,551-73.9% | $273,972-85.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.60% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,068 | $6,248-34.9% | $5,501-26.0% | $4,869-16.4% |
| Participant deferral / active EE | $3,402 | $5,550-38.7% | $4,871-30.2% | $5,287-35.6% |
| Admin fee / account holder | $707 | $15,560-95.5% | $13,028-94.6% | $10,133-93.0% |