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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 | $106,587 | $181,896-41.4% | $156,551-31.9% | $273,972-61.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.53% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,928 | $6,248-53.1% | $5,501-46.8% | $4,869-39.9% |
| Participant deferral / active EE | $5,567 | $5,550+0.3% | $4,871+14.3% | $5,287+5.3% |
| Admin fee / account holder | $29,806 | $15,560+91.6% | $13,028+128.8% | $10,133+194.2% |