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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 | $144,359 | $181,896-20.6% | $156,551-7.8% | $273,972-47.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.69% | 30.74%-25.1pp | 32.23%-26.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $10,519 | $6,248+68.4% | $5,501+91.2% | $4,869+116.1% |
| Participant deferral / active EE | $16,713 | $5,550+201.1% | $4,871+243.1% | $5,287+216.1% |
| Admin fee / account holder | $4,027 | $15,560-74.1% | $13,028-69.1% | $10,133-60.3% |