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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 | $82,244 | $181,896-54.8% | $156,551-47.5% | $273,972-70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.58% | 30.74%-26.2pp | 32.23%-27.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $5,218 | $6,248-16.5% | $5,501-5.2% | $4,869+7.2% |
| Participant deferral / active EE | $6,361 | $5,550+14.6% | $4,871+30.6% | $5,287+20.3% |
| Admin fee / account holder | $897 | $15,560-94.2% | $13,028-93.1% | $10,133-91.2% |