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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 | $98,733 | $181,896-45.7% | $156,551-36.9% | $273,972-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.73% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $9,333 | $6,248+49.4% | $5,501+69.7% | $4,869+91.7% |
| Participant deferral / active EE | $1,938 | $5,550-65.1% | $4,871-60.2% | $5,287-63.4% |
| Admin fee / account holder | $4,951 | $15,560-68.2% | $13,028-62.0% | $10,133-51.1% |