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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 | $137,569 | $181,896-24.4% | $156,551-12.1% | $273,972-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.25% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $9,982 | $6,248+59.8% | $5,501+81.4% | $4,869+105.0% |
| Participant deferral / active EE | $9,321 | $5,550+67.9% | $4,871+91.4% | $5,287+76.3% |
| Admin fee / account holder | $1,491 | $15,560-90.4% | $13,028-88.6% | $10,133-85.3% |