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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 | $136,731 | $181,896-24.8% | $156,551-12.7% | $273,972-50.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.33% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,665 | $6,248-73.4% | $5,501-69.7% | $4,869-65.8% |
| Participant deferral / active EE | $2,621 | $5,550-52.8% | $4,871-46.2% | $5,287-50.4% |
| Admin fee / account holder | $17,962 | $15,560+15.4% | $13,028+37.9% | $10,133+77.3% |