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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 | $140,936 | $181,896-22.5% | $156,551-10.0% | $273,972-48.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.64% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $5,712 | $6,248-8.6% | $5,501+3.8% | $4,869+17.3% |
| Participant deferral / active EE | $7,065 | $5,550+27.3% | $4,871+45.0% | $5,287+33.6% |
| Admin fee / account holder | $12,978 | $15,560-16.6% | $13,028-0.4% | $10,133+28.1% |