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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 | $73,556 | $153,769-52.2% | $133,975-45.1% | $273,972-73.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.58% | 36.51%-27.9pp | 29.29%-20.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $3,353 | $6,029-44.4% | $5,211-35.7% | $4,869-31.1% |
| Participant deferral / active EE | $5,550 | $6,958-20.2% | $6,282-11.6% | $5,287+5.0% |
| Admin fee / account holder | $1,312 | $11,765-88.9% | $9,324-85.9% | $10,133-87.1% |