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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 | $58,987 | $181,896-67.6% | $156,551-62.3% | $273,972-78.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.09% | 30.74%-22.7pp | 32.23%-24.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $5,949 | $6,248-4.8% | $5,501+8.1% | $4,869+22.2% |
| Participant deferral / active EE | $3,200 | $5,550-42.3% | $4,871-34.3% | $5,287-39.5% |
| Admin fee / account holder | $354 | $15,560-97.7% | $13,028-97.3% | $10,133-96.5% |