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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 | $90,919 | $181,896-50.0% | $156,551-41.9% | $273,972-66.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.84% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,090 | $6,248-50.5% | $5,501-43.8% | $4,869-36.5% |
| Participant deferral / active EE | $7,281 | $5,550+31.2% | $4,871+49.5% | $5,287+37.7% |
| Admin fee / account holder | $20,427 | $15,560+31.3% | $13,028+56.8% | $10,133+101.6% |