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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 | $74,810 | $153,769-51.3% | $133,975-44.2% | $273,972-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.70% | 36.51%-30.8pp | 29.29%-23.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,907 | $6,029-35.2% | $5,211-25.0% | $4,869-19.8% |
| Participant deferral / active EE | $3,951 | $6,958-43.2% | $6,282-37.1% | $5,287-25.3% |
| Admin fee / account holder | $3,152 | $11,765-73.2% | $9,324-66.2% | $10,133-68.9% |