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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 | $59,384 | $181,896-67.4% | $156,551-62.1% | $273,972-78.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.90% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,578 | $6,248-74.7% | $5,501-71.3% | $4,869-67.6% |
| Participant deferral / active EE | $3,559 | $5,550-35.9% | $4,871-26.9% | $5,287-32.7% |
| Admin fee / account holder | $618 | $15,560-96.0% | $13,028-95.3% | $10,133-93.9% |