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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 | $71,224 | $153,769-53.7% | $133,975-46.8% | $273,972-74.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.39% | 36.51%-31.1pp | 29.29%-23.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,284 | $6,029-45.5% | $5,211-37.0% | $4,869-32.6% |
| Participant deferral / active EE | $3,005 | $6,958-56.8% | $6,282-52.2% | $5,287-43.2% |
| Admin fee / account holder | $17,632 | $11,765+49.9% | $9,324+89.1% | $10,133+74.0% |