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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 | $84,754 | $181,896-53.4% | $156,551-45.9% | $273,972-69.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.48% | 30.74%-24.3pp | 32.23%-25.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $5,764 | $6,248-7.7% | $5,501+4.8% | $4,869+18.4% |
| Participant deferral / active EE | $3,692 | $5,550-33.5% | $4,871-24.2% | $5,287-30.2% |
| Admin fee / account holder | $661 | $15,560-95.7% | $13,028-94.9% | $10,133-93.5% |