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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 | $96,854 | $181,896-46.8% | $156,551-38.1% | $273,972-64.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.14% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,404 | $6,248-61.5% | $5,501-56.3% | $4,869-50.6% |
| Participant deferral / active EE | $4,298 | $5,550-22.6% | $4,871-11.8% | $5,287-18.7% |
| Admin fee / account holder | $3,016 | $15,560-80.6% | $13,028-76.9% | $10,133-70.2% |