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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 | $50,378 | $181,896-72.3% | $156,551-67.8% | $273,972-81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.10% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,010 | $6,248-51.8% | $5,501-45.3% | $4,869-38.2% |
| Participant deferral / active EE | $5,770 | $5,550+4.0% | $4,871+18.4% | $5,287+9.1% |
| Admin fee / account holder | $455 | $15,560-97.1% | $13,028-96.5% | $10,133-95.5% |