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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 | $96,161 | $181,896-47.1% | $156,551-38.6% | $273,972-64.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.27% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $7,177 | $6,248+14.9% | $5,501+30.5% | $4,869+47.4% |
| Participant deferral / active EE | $3,669 | $5,550-33.9% | $4,871-24.7% | $5,287-30.6% |
| Admin fee / account holder | $7,778 | $15,560-50.0% | $13,028-40.3% | $10,133-23.2% |