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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 | $50,005 | $153,769-67.5% | $133,975-62.7% | $273,972-81.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.06% | 36.51%-29.5pp | 29.29%-22.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,074 | $6,029-49.0% | $5,211-41.0% | $4,869-36.9% |
| Participant deferral / active EE | $6,149 | $6,958-11.6% | $6,282-2.1% | $5,287+16.3% |
| Admin fee / account holder | $2,857 | $11,765-75.7% | $9,324-69.4% | $10,133-71.8% |