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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 | $94,741 | $181,896-47.9% | $156,551-39.5% | $273,972-65.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.55% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $8,594 | $6,248+37.5% | $5,501+56.2% | $4,869+76.5% |
| Participant deferral / active EE | $8,021 | $5,550+44.5% | $4,871+64.7% | $5,287+51.7% |
| Admin fee / account holder | $1,930 | $15,560-87.6% | $13,028-85.2% | $10,133-81.0% |