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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 | $44,490 | $181,896-75.5% | $156,551-71.6% | $273,972-83.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.58% | 30.74%-20.2pp | 32.23%-21.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $6,590 | $6,248+5.5% | $5,501+19.8% | $4,869+35.3% |
| Participant deferral / active EE | $9,855 | $5,550+77.6% | $4,871+102.3% | $5,287+86.4% |
| Admin fee / account holder | $633 | $15,560-95.9% | $13,028-95.1% | $10,133-93.8% |