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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 | $35,165 | $181,896-80.7% | $156,551-77.5% | $273,972-87.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.87% | 30.74%-19.9pp | 32.23%-21.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $5,263 | $6,248-15.8% | $5,501-4.3% | $4,869+8.1% |
| Participant deferral / active EE | $5,327 | $5,550-4.0% | $4,871+9.4% | $5,287+0.8% |
| Admin fee / account holder | $344 | $15,560-97.8% | $13,028-97.4% | $10,133-96.6% |