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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 | $59,812 | $181,896-67.1% | $156,551-61.8% | $273,972-78.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.12% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $3,994 | $6,248-36.1% | $5,501-27.4% | $4,869-18.0% |
| Participant deferral / active EE | $5,754 | $5,550+3.7% | $4,871+18.1% | $5,287+8.8% |
| Admin fee / account holder | $1,046 | $15,560-93.3% | $13,028-92.0% | $10,133-89.7% |