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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 | $96,047 | $181,896-47.2% | $156,551-38.6% | $273,972-64.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.57% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $5,180 | $6,248-17.1% | $5,501-5.8% | $4,869+6.4% |
| Participant deferral / active EE | $4,520 | $5,550-18.6% | $4,871-7.2% | $5,287-14.5% |
| Admin fee / account holder | $11,168 | $15,560-28.2% | $13,028-14.3% | $10,133+10.2% |