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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 | $125,842 | $153,769-18.2% | $133,975-6.1% | $273,972-54.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.04% | 36.51%-31.5pp | 29.29%-24.3pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,091 | $6,029-65.3% | $5,211-59.9% | $4,869-57.0% |
| Participant deferral / active EE | $7,519 | $6,958+8.1% | $6,282+19.7% | $5,287+42.2% |
| Admin fee / account holder | $1,617 | $11,765-86.3% | $9,324-82.7% | $10,133-84.0% |