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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 | $144,719 | $181,896-20.4% | $156,551-7.6% | $273,972-47.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.32% | 30.74%-26.4pp | 32.23%-27.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $5,315 | $6,248-14.9% | $5,501-3.4% | $4,869+9.2% |
| Participant deferral / active EE | $2,936 | $5,550-47.1% | $4,871-39.7% | $5,287-44.5% |
| Admin fee / account holder | $1,247 | $15,560-92.0% | $13,028-90.4% | $10,133-87.7% |