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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 | $151,768 | $215,361-29.5% | $171,082-11.3% | $273,972-44.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.89% | 25.14%-19.2pp | 32.56%-26.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,919 | $4,967-41.2% | $4,002-27.1% | $4,869-40.0% |
| Participant deferral / active EE | $9,077 | $5,543+63.8% | $4,797+89.2% | $5,287+71.7% |
| Admin fee / account holder | $2,584 | $10,846-76.2% | $8,520-69.7% | $10,133-74.5% |