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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 | $128,562 | $181,896-29.3% | $156,551-17.9% | $273,972-53.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.18% | 30.74%-24.6pp | 32.23%-26.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,519 | $6,248-43.7% | $5,501-36.0% | $4,869-27.7% |
| Participant deferral / active EE | $7,210 | $5,550+29.9% | $4,871+48.0% | $5,287+36.4% |
| Admin fee / account holder | $13,417 | $15,560-13.8% | $13,028+3.0% | $10,133+32.4% |