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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 | $45,552 | $153,769-70.4% | $133,975-66.0% | $273,972-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.36% | 36.51%-25.2pp | 29.29%-17.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $2,606 | $6,029-56.8% | $5,211-50.0% | $4,869-46.5% |
| Participant deferral / active EE | $7,306 | $6,958+5.0% | $6,282+16.3% | $5,287+38.2% |
| Admin fee / account holder | $356 | $11,765-97.0% | $9,324-96.2% | $10,133-96.5% |