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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 | $58,089 | $153,769-62.2% | $133,975-56.6% | $273,973-78.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.84% | 36.51%-31.7pp | 29.29%-24.5pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,403 | $6,029-60.1% | $5,211-53.9% | $4,869-50.7% |
| Participant deferral / active EE | $4,754 | $6,958-31.7% | $6,282-24.3% | $5,287-10.1% |
| Admin fee / account holder | $1,590 | $11,765-86.5% | $9,324-82.9% | $10,133-84.3% |