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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 | $52,963 | $181,896-70.9% | $156,551-66.2% | $273,972-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.48% | 30.74%-25.3pp | 32.23%-26.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $4,297 | $6,248-31.2% | $5,501-21.9% | $4,869-11.7% |
| Participant deferral / active EE | $3,301 | $5,550-40.5% | $4,871-32.2% | $5,287-37.6% |
| Admin fee / account holder | $2,247 | $15,560-85.6% | $13,028-82.8% | $10,133-77.8% |