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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 | $116,990 | $153,769-23.9% | $133,975-12.7% | $273,972-57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.33% | 36.51%-32.2pp | 29.29%-25.0pp | 41.46%-37.1pp |
| Employer contribution / active EE | $4,768 | $6,029-20.9% | $5,211-8.5% | $4,869-2.1% |
| Participant deferral / active EE | $8,009 | $6,958+15.1% | $6,282+27.5% | $5,287+51.5% |
| Admin fee / account holder | $28,412 | $11,765+141.5% | $9,324+204.7% | $10,133+180.4% |