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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 | $70,965 | $181,896-61.0% | $156,551-54.7% | $273,972-74.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.40% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,120 | $6,248-66.1% | $5,501-61.5% | $4,869-56.4% |
| Participant deferral / active EE | $5,872 | $5,550+5.8% | $4,871+20.5% | $5,287+11.1% |
| Admin fee / account holder | $2,834 | $15,560-81.8% | $13,028-78.2% | $10,133-72.0% |