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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 | $158,089 | $153,769+2.8% | $133,975+18.0% | $273,972-42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.90% | 36.51%-31.6pp | 29.29%-24.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,469 | $6,029-42.5% | $5,211-33.4% | $4,869-28.8% |
| Participant deferral / active EE | $8,087 | $6,958+16.2% | $6,282+28.7% | $5,287+53.0% |
| Admin fee / account holder | $22,777 | $11,765+93.6% | $9,324+144.3% | $10,133+124.8% |