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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 | $96,328 | $181,896-47.0% | $156,551-38.5% | $273,972-64.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.44% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $5,435 | $6,248-13.0% | $5,501-1.2% | $4,869+11.6% |
| Participant deferral / active EE | $4,605 | $5,550-17.0% | $4,871-5.5% | $5,287-12.9% |
| Admin fee / account holder | $1,354 | $15,560-91.3% | $13,028-89.6% | $10,133-86.6% |