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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 | $197,796 | $153,769+28.6% | $133,975+47.6% | $273,972-27.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.75% | 36.51%-31.8pp | 29.29%-24.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $5,582 | $6,029-7.4% | $5,211+7.1% | $4,869+14.7% |
| Participant deferral / active EE | $4,871 | $6,958-30.0% | $6,282-22.5% | $5,287-7.9% |
| Admin fee / account holder | $51,220 | $11,765+335.4% | $9,324+449.3% | $10,133+405.5% |