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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 | $47,068 | $181,896-74.1% | $156,551-69.9% | $273,972-82.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.03% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $5,863 | $6,248-6.2% | $5,501+6.6% | $4,869+20.4% |
| Participant deferral / active EE | $3,135 | $5,550-43.5% | $4,871-35.6% | $5,287-40.7% |
| Admin fee / account holder | $2,396 | $15,560-84.6% | $13,028-81.6% | $10,133-76.4% |