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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 | $108,050 | $181,896-40.6% | $156,551-31.0% | $273,972-60.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.20% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,377 | $6,248-62.0% | $5,501-56.8% | $4,869-51.2% |
| Participant deferral / active EE | $3,209 | $5,550-42.2% | $4,871-34.1% | $5,287-39.3% |
| Admin fee / account holder | $700 | $15,560-95.5% | $13,028-94.6% | $10,133-93.1% |