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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 | $119,449 | $153,769-22.3% | $133,975-10.8% | $273,972-56.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.06% | 36.51%-31.5pp | 29.29%-24.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $5,759 | $6,029-4.5% | $5,211+10.5% | $4,869+18.3% |
| Participant deferral / active EE | $6,233 | $6,958-10.4% | $6,282-0.8% | $5,287+17.9% |
| Admin fee / account holder | $1,851 | $11,765-84.3% | $9,324-80.2% | $10,133-81.7% |