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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 | $76,358 | $181,896-58.0% | $156,551-51.2% | $273,972-72.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.41% | 30.74%-21.3pp | 32.23%-22.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $5,952 | $6,248-4.7% | $5,501+8.2% | $4,869+22.2% |
| Participant deferral / active EE | $3,269 | $5,550-41.1% | $4,871-32.9% | $5,287-38.2% |
| Admin fee / account holder | $1,313 | $15,560-91.6% | $13,028-89.9% | $10,133-87.0% |