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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 | $114,873 | $135,956-15.5% | $123,894-7.3% | $273,972-58.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.52% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $6,464 | $5,170+25.0% | $4,617+40.0% | $4,869+32.8% |
| Participant deferral / active EE | $5,633 | $6,343-11.2% | $5,984-5.9% | $5,287+6.5% |
| Admin fee / account holder | $3,264 | $9,817-66.8% | $8,357-60.9% | $10,133-67.8% |