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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 | $116,811 | $181,896-35.8% | $156,551-25.4% | $273,972-57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.28% | 30.74%-26.5pp | 32.23%-28.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $5,042 | $6,248-19.3% | $5,501-8.4% | $4,869+3.6% |
| Participant deferral / active EE | $5,591 | $5,550+0.7% | $4,871+14.8% | $5,287+5.7% |
| Admin fee / account holder | $28,407 | $15,560+82.6% | $13,028+118.0% | $10,133+180.4% |