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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 | $73,632 | $181,896-59.5% | $156,551-53.0% | $273,972-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.28% | 30.74%-23.5pp | 32.23%-24.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $5,331 | $6,248-14.7% | $5,501-3.1% | $4,869+9.5% |
| Participant deferral / active EE | $7,008 | $5,550+26.3% | $4,871+43.9% | $5,287+32.5% |
| Admin fee / account holder | $403 | $15,560-97.4% | $13,028-96.9% | $10,133-96.0% |