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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 | $122,151 | $181,896-32.8% | $156,551-22.0% | $273,972-55.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.95% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,882 | $6,248-53.9% | $5,501-47.6% | $4,869-40.8% |
| Participant deferral / active EE | $6,402 | $5,550+15.4% | $4,871+31.4% | $5,287+21.1% |
| Admin fee / account holder | $575 | $15,560-96.3% | $13,028-95.6% | $10,133-94.3% |