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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 | $144,087 | $181,896-20.8% | $156,551-8.0% | $273,972-47.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 19.84% | 30.74%-10.9pp | 32.23%-12.4pp | 41.46%-21.6pp |
| Employer contribution / active EE | $4,592 | $6,248-26.5% | $5,501-16.5% | $4,869-5.7% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $1,120 | $15,560-92.8% | $13,028-91.4% | $10,133-88.9% |