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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 | $64,692 | $153,769-57.9% | $133,975-51.7% | $273,972-76.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.30% | 36.51%-25.2pp | 29.29%-18.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,858 | $6,029-69.2% | $5,211-64.4% | $4,869-61.8% |
| Participant deferral / active EE | $7,883 | $6,958+13.3% | $6,282+25.5% | $5,287+49.1% |
| Admin fee / account holder | $346 | $11,765-97.1% | $9,324-96.3% | $10,133-96.6% |