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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 | $47,477 | $181,896-73.9% | $156,551-69.7% | $273,972-82.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.76% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,936 | $6,248-53.0% | $5,501-46.6% | $4,869-39.7% |
| Participant deferral / active EE | $9,232 | $5,550+66.3% | $4,871+89.5% | $5,287+74.6% |
| Admin fee / account holder | $19,347 | $15,560+24.3% | $13,028+48.5% | $10,133+90.9% |