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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 | $109,289 | $174,379-37.3% | $152,093-28.1% | $138,895-21.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.74% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,341 | $4,652-28.2% | $4,175-20.0% | $4,194-20.3% |
| Participant deferral / active EE | $5,997 | $6,159-2.6% | $5,451+10.0% | $6,396-6.2% |
| Admin fee / account holder | $4,331 | $16,880-74.3% | $14,497-70.1% | $12,562-65.5% |