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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 | $61,549 | $181,896-66.2% | $156,551-60.7% | $273,972-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.16% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,524 | $6,248-59.6% | $5,501-54.1% | $4,869-48.2% |
| Participant deferral / active EE | $2,663 | $5,550-52.0% | $4,871-45.3% | $5,287-49.6% |
| Admin fee / account holder | $1,068 | $15,560-93.1% | $13,028-91.8% | $10,133-89.5% |