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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 | $51,091 | $181,896-71.9% | $156,551-67.4% | $273,972-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.99% | 30.74%-23.8pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $6,738 | $6,248+7.8% | $5,501+22.5% | $4,869+38.4% |
| Participant deferral / active EE | $7,430 | $5,550+33.9% | $4,871+52.5% | $5,287+40.5% |
| Admin fee / account holder | $332 | $15,560-97.9% | $13,028-97.4% | $10,133-96.7% |