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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 | $86,581 | $181,898-52.4% | $156,552-44.7% | $273,970-68.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.04% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,185 | $6,248-65.0% | $5,501-60.3% | $4,869-55.1% |
| Participant deferral / active EE | $3,073 | $5,550-44.6% | $4,871-36.9% | $5,287-41.9% |
| Admin fee / account holder | $464 | $15,560-97.0% | $13,028-96.4% | $10,132-95.4% |