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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 | $146,714 | $181,896-19.3% | $156,551-6.3% | $273,972-46.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.72% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,464 | $6,248-60.6% | $5,501-55.2% | $4,869-49.4% |
| Participant deferral / active EE | $11,733 | $5,550+111.4% | $4,871+140.9% | $5,287+121.9% |
| Admin fee / account holder | $19,165 | $15,560+23.2% | $13,028+47.1% | $10,133+89.1% |