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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 | $61,463 | $181,896-66.2% | $156,551-60.7% | $273,972-77.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.99% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,036 | $6,248-19.4% | $5,501-8.4% | $4,869+3.4% |
| Participant deferral / active EE | $2,500 | $5,550-55.0% | $4,871-48.7% | $5,287-52.7% |
| Admin fee / account holder | $789 | $15,560-94.9% | $13,028-93.9% | $10,133-92.2% |