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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 | $58,729 | $181,896-67.7% | $156,551-62.5% | $273,972-78.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.68% | 30.74%-20.1pp | 32.23%-21.5pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,775 | $6,248-55.6% | $5,501-49.5% | $4,869-43.0% |
| Participant deferral / active EE | $7,679 | $5,550+38.4% | $4,871+57.6% | $5,287+45.2% |
| Admin fee / account holder | $3,101 | $15,560-80.1% | $13,028-76.2% | $10,133-69.4% |