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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 | $47,943 | $181,896-73.6% | $156,551-69.4% | $273,972-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.93% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,349 | $6,248-46.4% | $5,501-39.1% | $4,869-31.2% |
| Participant deferral / active EE | $2,130 | $5,550-61.6% | $4,871-56.3% | $5,287-59.7% |
| Admin fee / account holder | $380 | $15,560-97.6% | $13,028-97.1% | $10,133-96.3% |