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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 | $57,774 | $181,896-68.2% | $156,551-63.1% | $273,972-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.74% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,943 | $6,248-36.9% | $5,501-28.3% | $4,869-19.0% |
| Participant deferral / active EE | $3,870 | $5,550-30.3% | $4,871-20.6% | $5,287-26.8% |
| Admin fee / account holder | $1,356 | $15,560-91.3% | $13,028-89.6% | $10,133-86.6% |