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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 | $40,320 | $153,769-73.8% | $133,975-69.9% | $273,972-85.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.30% | 36.51%-30.2pp | 29.29%-23.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $8,456 | $6,029+40.3% | $5,211+62.3% | $4,869+73.7% |
| Participant deferral / active EE | $6,560 | $6,958-5.7% | $6,282+4.4% | $5,287+24.1% |
| Admin fee / account holder | $1,711 | $11,765-85.5% | $9,324-81.6% | $10,133-83.1% |