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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 | $56,551 | $153,769-63.2% | $133,975-57.8% | $273,972-79.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.72% | 36.51%-28.8pp | 29.29%-21.6pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,900 | $6,029-51.9% | $5,211-44.3% | $4,869-40.4% |
| Participant deferral / active EE | $4,389 | $6,958-36.9% | $6,282-30.1% | $5,287-17.0% |
| Admin fee / account holder | $595 | $11,765-94.9% | $9,324-93.6% | $10,133-94.1% |