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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 | $34,751 | $181,896-80.9% | $156,551-77.8% | $273,972-87.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.31% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $6,305 | $6,248+0.9% | $5,501+14.6% | $4,869+29.5% |
| Participant deferral / active EE | $6,352 | $5,550+14.4% | $4,871+30.4% | $5,287+20.1% |
| Admin fee / account holder | $1,664 | $15,560-89.3% | $13,028-87.2% | $10,133-83.6% |