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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 | $80,283 | $181,896-55.9% | $156,551-48.7% | $273,972-70.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.63% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $4,959 | $6,248-20.6% | $5,501-9.9% | $4,869+1.8% |
| Participant deferral / active EE | $4,840 | $5,550-12.8% | $4,871-0.6% | $5,287-8.5% |
| Admin fee / account holder | $22,480 | $15,560+44.5% | $13,028+72.5% | $10,133+121.9% |