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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 | $89,144 | $181,896-51.0% | $156,551-43.1% | $273,972-67.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.53% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,601 | $6,248-42.4% | $5,501-34.6% | $4,869-26.0% |
| Participant deferral / active EE | $7,312 | $5,550+31.7% | $4,871+50.1% | $5,287+38.3% |
| Admin fee / account holder | $3,313 | $15,560-78.7% | $13,028-74.6% | $10,133-67.3% |