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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 | $110,455 | $181,896-39.3% | $156,551-29.4% | $273,972-59.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.82% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,257 | $6,248-63.9% | $5,501-59.0% | $4,869-53.6% |
| Participant deferral / active EE | $3,735 | $5,550-32.7% | $4,871-23.3% | $5,287-29.4% |
| Admin fee / account holder | $10,670 | $15,560-31.4% | $13,028-18.1% | $10,133+5.3% |