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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 | $50,815 | $181,896-72.1% | $156,551-67.5% | $273,972-81.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.79% | 30.74%-12.9pp | 32.23%-14.4pp | 41.46%-23.7pp |
| Employer contribution / active EE | $7,131 | $6,248+14.1% | $5,501+29.6% | $4,869+46.5% |
| Participant deferral / active EE | $4,491 | $5,550-19.1% | $4,871-7.8% | $5,287-15.1% |
| Admin fee / account holder | $4,711 | $15,560-69.7% | $13,028-63.8% | $10,133-53.5% |