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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 | $74,177 | $181,896-59.2% | $156,551-52.6% | $273,972-72.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.19% | 30.74%-25.6pp | 32.23%-27.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $5,334 | $6,248-14.6% | $5,501-3.0% | $4,869+9.6% |
| Participant deferral / active EE | $5,636 | $5,550+1.6% | $4,871+15.7% | $5,287+6.6% |
| Admin fee / account holder | $2,796 | $15,560-82.0% | $13,028-78.5% | $10,133-72.4% |