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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 | $84,229 | $181,896-53.7% | $156,551-46.2% | $273,972-69.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.32% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,146 | $6,248-65.7% | $5,501-61.0% | $4,869-55.9% |
| Participant deferral / active EE | $4,906 | $5,550-11.6% | $4,871+0.7% | $5,287-7.2% |
| Admin fee / account holder | $17,663 | $15,560+13.5% | $13,028+35.6% | $10,133+74.3% |