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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 | $69,919 | $181,896-61.6% | $156,551-55.3% | $273,972-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.79% | 30.74%-25.0pp | 32.23%-26.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,219 | $6,248-32.5% | $5,501-23.3% | $4,869-13.3% |
| Participant deferral / active EE | $3,213 | $5,550-42.1% | $4,871-34.0% | $5,287-39.2% |
| Admin fee / account holder | $793 | $15,560-94.9% | $13,028-93.9% | $10,133-92.2% |