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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 | $149,052 | $153,774-3.1% | $133,979+11.3% | $273,970-45.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.61% | 36.51%-30.9pp | 29.30%-23.7pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,540 | $6,029-57.9% | $5,211-51.3% | $4,869-47.8% |
| Participant deferral / active EE | $6,869 | $6,958-1.3% | $6,282+9.3% | $5,287+29.9% |
| Admin fee / account holder | $4,707 | $11,765-60.0% | $9,324-49.5% | $10,132-53.5% |