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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 | $93,686 | $181,896-48.5% | $156,551-40.2% | $273,972-65.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.82% | 30.74%-26.9pp | 32.23%-28.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $5,653 | $6,248-9.5% | $5,501+2.8% | $4,869+16.1% |
| Participant deferral / active EE | $3,482 | $5,550-37.3% | $4,871-28.5% | $5,287-34.1% |
| Admin fee / account holder | $6,897 | $15,560-55.7% | $13,028-47.1% | $10,133-31.9% |