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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 | $93,508 | $181,896-48.6% | $156,551-40.3% | $273,972-65.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.92% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $2,312 | $6,248-63.0% | $5,501-58.0% | $4,869-52.5% |
| Participant deferral / active EE | $2,353 | $5,550-57.6% | $4,871-51.7% | $5,287-55.5% |
| Admin fee / account holder | $1,729 | $15,560-88.9% | $13,028-86.7% | $10,133-82.9% |