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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 | $137,740 | $181,896-24.3% | $156,551-12.0% | $273,972-49.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.56% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,024 | $6,248-35.6% | $5,501-26.9% | $4,869-17.4% |
| Participant deferral / active EE | $5,154 | $5,550-7.1% | $4,871+5.8% | $5,287-2.5% |
| Admin fee / account holder | $4,572 | $15,560-70.6% | $13,028-64.9% | $10,133-54.9% |