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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 | $60,541 | $181,896-66.7% | $156,551-61.3% | $273,972-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.51% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $3,590 | $6,248-42.5% | $5,501-34.7% | $4,869-26.3% |
| Participant deferral / active EE | $2,730 | $5,550-50.8% | $4,871-44.0% | $5,287-48.4% |
| Admin fee / account holder | $2,296 | $15,560-85.2% | $13,028-82.4% | $10,133-77.3% |