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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 | $44,485 | $181,896-75.5% | $156,551-71.6% | $273,972-83.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.05% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $5,234 | $6,248-16.2% | $5,501-4.9% | $4,869+7.5% |
| Participant deferral / active EE | $3,663 | $5,550-34.0% | $4,871-24.8% | $5,287-30.7% |
| Admin fee / account holder | $530 | $15,560-96.6% | $13,028-95.9% | $10,133-94.8% |