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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 | $46,220 | $135,956-66.0% | $123,894-62.7% | $273,972-83.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.01% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,130 | $5,170-39.5% | $4,617-32.2% | $4,869-35.7% |
| Participant deferral / active EE | $5,383 | $6,343-15.1% | $5,984-10.0% | $5,287+1.8% |
| Admin fee / account holder | $365 | $9,817-96.3% | $8,357-95.6% | $10,133-96.4% |