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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 | $132,206 | $153,769-14.0% | $133,975-1.3% | $273,972-51.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.76% | 36.51%-28.7pp | 29.29%-21.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $5,432 | $6,029-9.9% | $5,211+4.2% | $4,869+11.6% |
| Participant deferral / active EE | $12,132 | $6,958+74.3% | $6,282+93.1% | $5,287+129.5% |
| Admin fee / account holder | $2,658 | $11,765-77.4% | $9,324-71.5% | $10,133-73.8% |