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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 | $40,980 | $181,896-77.5% | $156,551-73.8% | $273,972-85.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.77% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $5,940 | $6,248-4.9% | $5,501+8.0% | $4,869+22.0% |
| Participant deferral / active EE | $7,013 | $5,550+26.4% | $4,871+44.0% | $5,287+32.6% |
| Admin fee / account holder | $3,380 | $15,560-78.3% | $13,028-74.1% | $10,133-66.6% |