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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 | $50,280 | $181,896-72.4% | $156,551-67.9% | $273,972-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.98% | 30.74%-27.8pp | 32.23%-29.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $4,205 | $6,248-32.7% | $5,501-23.6% | $4,869-13.6% |
| Participant deferral / active EE | $2,967 | $5,550-46.5% | $4,871-39.1% | $5,287-43.9% |
| Admin fee / account holder | $7,858 | $15,560-49.5% | $13,028-39.7% | $10,133-22.4% |