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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 | $83,105 | $181,896-54.3% | $156,551-46.9% | $273,972-69.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.96% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $6,460 | $6,248+3.4% | $5,501+17.4% | $4,869+32.7% |
| Participant deferral / active EE | $5,316 | $5,550-4.2% | $4,871+9.1% | $5,287+0.5% |
| Admin fee / account holder | $1,331 | $15,560-91.4% | $13,028-89.8% | $10,133-86.9% |