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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 | $55,254 | $153,769-64.1% | $133,975-58.8% | $273,972-79.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 19.71% | 36.51%-16.8pp | 29.29%-9.6pp | 41.46%-21.7pp |
| Employer contribution / active EE | $7,362 | $6,029+22.1% | $5,211+41.3% | $4,869+51.2% |
| Participant deferral / active EE | $6,238 | $6,958-10.4% | $6,282-0.7% | $5,287+18.0% |
| Admin fee / account holder | $1,195 | $11,765-89.8% | $9,324-87.2% | $10,133-88.2% |