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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 | $75,471 | $153,769-50.9% | $133,975-43.7% | $273,972-72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.69% | 36.51%-23.8pp | 29.29%-16.6pp | 41.46%-28.8pp |
| Employer contribution / active EE | $3,958 | $6,029-34.4% | $5,211-24.1% | $4,869-18.7% |
| Participant deferral / active EE | $6,144 | $6,958-11.7% | $6,282-2.2% | $5,287+16.2% |
| Admin fee / account holder | $2,980 | $11,765-74.7% | $9,324-68.0% | $10,133-70.6% |