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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 | $95,453 | $181,896-47.5% | $156,551-39.0% | $273,972-65.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.56% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,964 | $6,248-20.6% | $5,501-9.8% | $4,869+2.0% |
| Participant deferral / active EE | $3,195 | $5,550-42.4% | $4,871-34.4% | $5,287-39.6% |
| Admin fee / account holder | $480 | $15,560-96.9% | $13,028-96.3% | $10,133-95.3% |