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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 | $65,721 | $215,361-69.5% | $171,082-61.6% | $273,972-76.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.03% | 25.14%-15.1pp | 32.56%-22.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $6,170 | $4,967+24.2% | $4,002+54.2% | $4,869+26.7% |
| Participant deferral / active EE | $4,741 | $5,543-14.5% | $4,797-1.2% | $5,287-10.3% |
| Admin fee / account holder | $615 | $10,846-94.3% | $8,520-92.8% | $10,133-93.9% |