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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 | $91,783 | $181,896-49.5% | $156,551-41.4% | $273,972-66.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.60% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $6,877 | $6,248+10.1% | $5,501+25.0% | $4,869+41.2% |
| Participant deferral / active EE | $3,056 | $5,550-44.9% | $4,871-37.3% | $5,287-42.2% |
| Admin fee / account holder | $31,932 | $15,560+105.2% | $13,028+145.1% | $10,133+215.1% |