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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 | $123,312 | $181,896-32.2% | $156,551-21.2% | $273,972-55.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.78% | 30.74%-25.0pp | 32.23%-26.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $7,525 | $6,248+20.4% | $5,501+36.8% | $4,869+54.6% |
| Participant deferral / active EE | $4,039 | $5,550-27.2% | $4,871-17.1% | $5,287-23.6% |
| Admin fee / account holder | $5,962 | $15,560-61.7% | $13,028-54.2% | $10,133-41.2% |