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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 | $98,508 | $181,896-45.8% | $156,551-37.1% | $273,972-64.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.00% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $4,681 | $6,248-25.1% | $5,501-14.9% | $4,869-3.8% |
| Participant deferral / active EE | $17,932 | $5,550+223.1% | $4,871+268.1% | $5,287+239.2% |
| Admin fee / account holder | $6,115 | $15,560-60.7% | $13,028-53.1% | $10,133-39.7% |