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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 | $85,234 | $181,896-53.1% | $156,551-45.6% | $273,972-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.35% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $4,957 | $6,248-20.7% | $5,501-9.9% | $4,869+1.8% |
| Participant deferral / active EE | $7,139 | $5,550+28.6% | $4,871+46.6% | $5,287+35.0% |
| Admin fee / account holder | $4,952 | $15,560-68.2% | $13,028-62.0% | $10,133-51.1% |