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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 | $36,224 | $181,896-80.1% | $156,551-76.9% | $273,972-86.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.24% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,781 | $6,248-55.5% | $5,501-49.4% | $4,869-42.9% |
| Participant deferral / active EE | $5,273 | $5,550-5.0% | $4,871+8.2% | $5,287-0.3% |
| Admin fee / account holder | $993 | $15,560-93.6% | $13,028-92.4% | $10,133-90.2% |