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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 | $60,736 | $65,712-7.6% | $57,196+6.2% | $273,972-77.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.50% | 22.01%-12.5pp | 14.59%-5.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $3,447 | $3,280+5.1% | $2,683+28.5% | $4,869-29.2% |
| Participant deferral / active EE | $3,912 | $3,782+3.4% | $3,096+26.4% | $5,287-26.0% |
| Admin fee / account holder | $4,874 | $4,838+0.7% | $3,141+55.2% | $10,133-51.9% |