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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 | $105,327 | $153,769-31.5% | $133,975-21.4% | $273,972-61.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.41% | 36.51%-29.1pp | 29.29%-21.9pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,357 | $6,029-77.5% | $5,211-74.0% | $4,869-72.1% |
| Participant deferral / active EE | $2,929 | $6,958-57.9% | $6,282-53.4% | $5,287-44.6% |
| Admin fee / account holder | $803 | $11,765-93.2% | $9,324-91.4% | $10,133-92.1% |