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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 | $138,383 | $181,896-23.9% | $156,551-11.6% | $273,972-49.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.90% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,495 | $6,248-60.1% | $5,501-54.7% | $4,869-48.8% |
| Participant deferral / active EE | $12,345 | $5,550+122.4% | $4,871+153.4% | $5,287+133.5% |
| Admin fee / account holder | $1,856 | $15,560-88.1% | $13,028-85.8% | $10,133-81.7% |