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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 | $87,383 | $181,896-52.0% | $156,551-44.2% | $273,972-68.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.95% | 30.74%-17.8pp | 32.23%-19.3pp | 41.46%-28.5pp |
| Employer contribution / active EE | $5,217 | $6,248-16.5% | $5,501-5.2% | $4,869+7.1% |
| Participant deferral / active EE | $3,314 | $5,550-40.3% | $4,871-32.0% | $5,287-37.3% |
| Admin fee / account holder | $3,369 | $15,560-78.4% | $13,028-74.1% | $10,133-66.8% |