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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 | $55,041 | $181,896-69.7% | $156,551-64.8% | $273,972-79.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.38% | 30.74%-25.4pp | 32.23%-26.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,882 | $6,248-69.9% | $5,501-65.8% | $4,869-61.3% |
| Participant deferral / active EE | $6,279 | $5,550+13.1% | $4,871+28.9% | $5,287+18.8% |
| Admin fee / account holder | $10,615 | $15,560-31.8% | $13,028-18.5% | $10,133+4.8% |