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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 | $128,248 | $181,896-29.5% | $156,551-18.1% | $273,972-53.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.49% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $2,876 | $6,248-54.0% | $5,501-47.7% | $4,869-40.9% |
| Participant deferral / active EE | $6,594 | $5,550+18.8% | $4,871+35.4% | $5,287+24.7% |
| Admin fee / account holder | $10,679 | $15,560-31.4% | $13,028-18.0% | $10,133+5.4% |