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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 | $54,092 | $181,896-70.3% | $156,551-65.4% | $273,972-80.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.69% | 30.74%-27.1pp | 32.23%-28.5pp | 41.46%-37.8pp |
| Employer contribution / active EE | $6,834 | $6,248+9.4% | $5,501+24.2% | $4,869+40.4% |
| Participant deferral / active EE | $3,569 | $5,550-35.7% | $4,871-26.7% | $5,287-32.5% |
| Admin fee / account holder | $1,963 | $15,560-87.4% | $13,028-84.9% | $10,133-80.6% |