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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 | $105,777 | $181,896-41.8% | $156,551-32.4% | $273,972-61.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.52% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $4,084 | $6,248-34.6% | $5,501-25.8% | $4,869-16.1% |
| Participant deferral / active EE | $3,627 | $5,550-34.7% | $4,871-25.5% | $5,287-31.4% |
| Admin fee / account holder | $831 | $15,560-94.7% | $13,028-93.6% | $10,133-91.8% |