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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 | $163,929 | $181,896-9.9% | $156,551+4.7% | $273,972-40.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.81% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,554 | $6,248-43.1% | $5,501-35.4% | $4,869-27.0% |
| Participant deferral / active EE | $7,212 | $5,550+30.0% | $4,871+48.1% | $5,287+36.4% |
| Admin fee / account holder | $35,382 | $15,560+127.4% | $13,028+171.6% | $10,133+249.2% |