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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 | $137,664 | $181,896-24.3% | $156,551-12.1% | $273,972-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.09% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $3,699 | $6,248-40.8% | $5,501-32.8% | $4,869-24.0% |
| Participant deferral / active EE | $6,197 | $5,550+11.7% | $4,871+27.2% | $5,287+17.2% |
| Admin fee / account holder | $7,907 | $15,560-49.2% | $13,028-39.3% | $10,133-22.0% |