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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 | $98,091 | $181,896-46.1% | $156,551-37.3% | $273,972-64.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.96% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,827 | $6,248-38.8% | $5,501-30.4% | $4,869-21.4% |
| Participant deferral / active EE | $3,803 | $5,550-31.5% | $4,871-21.9% | $5,287-28.1% |
| Admin fee / account holder | $1,491 | $15,560-90.4% | $13,028-88.6% | $10,133-85.3% |