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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 | $141,211 | $181,896-22.4% | $156,551-9.8% | $273,972-48.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.65% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,242 | $6,248-64.1% | $5,501-59.3% | $4,869-54.0% |
| Participant deferral / active EE | $6,270 | $5,550+13.0% | $4,871+28.7% | $5,287+18.6% |
| Admin fee / account holder | $4,839 | $15,560-68.9% | $13,028-62.9% | $10,133-52.2% |