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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 | $86,944 | $181,896-52.2% | $156,551-44.5% | $273,972-68.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.44% | 30.74%-20.3pp | 32.23%-21.8pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,321 | $6,248-62.8% | $5,501-57.8% | $4,869-52.3% |
| Participant deferral / active EE | $5,448 | $5,550-1.8% | $4,871+11.8% | $5,287+3.0% |
| Admin fee / account holder | $1,086 | $15,560-93.0% | $13,028-91.7% | $10,133-89.3% |