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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 | $145,870 | $153,769-5.1% | $133,975+8.9% | $273,972-46.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.22% | 36.51%-31.3pp | 29.29%-24.1pp | 41.46%-36.2pp |
| Employer contribution / active EE | $4,302 | $6,029-28.6% | $5,211-17.4% | $4,869-11.6% |
| Participant deferral / active EE | $7,181 | $6,958+3.2% | $6,282+14.3% | $5,287+35.8% |
| Admin fee / account holder | $40,436 | $11,765+243.7% | $9,324+333.7% | $10,133+299.1% |