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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 | $96,668 | $153,769-37.1% | $133,975-27.8% | $273,972-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.58% | 36.51%-29.9pp | 29.29%-22.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,248 | $6,029-46.1% | $5,211-37.7% | $4,869-33.3% |
| Participant deferral / active EE | $8,350 | $6,958+20.0% | $6,282+32.9% | $5,287+57.9% |
| Admin fee / account holder | $11,607 | $11,765-1.3% | $9,324+24.5% | $10,133+14.6% |