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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 | $100,389 | $135,956-26.2% | $123,894-19.0% | $273,972-63.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.53% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $5,590 | $5,170+8.1% | $4,617+21.1% | $4,869+14.8% |
| Participant deferral / active EE | $3,446 | $6,343-45.7% | $5,984-42.4% | $5,287-34.8% |
| Admin fee / account holder | $2,497 | $9,817-74.6% | $8,357-70.1% | $10,133-75.4% |