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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 | $41,580 | $215,361-80.7% | $171,082-75.7% | $273,972-84.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.94% | 25.14%-19.2pp | 32.56%-26.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $687 | $4,967-86.2% | $4,002-82.8% | $4,869-85.9% |
| Participant deferral / active EE | $6,941 | $5,543+25.2% | $4,797+44.7% | $5,287+31.3% |
| Admin fee / account holder | $442 | $10,846-95.9% | $8,520-94.8% | $10,133-95.6% |