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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 | $142,812 | $181,896-21.5% | $156,551-8.8% | $273,972-47.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.60% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,478 | $6,248-28.3% | $5,501-18.6% | $4,869-8.0% |
| Participant deferral / active EE | $3,643 | $5,550-34.4% | $4,871-25.2% | $5,287-31.1% |
| Admin fee / account holder | $32,914 | $15,560+111.5% | $13,028+152.6% | $10,133+224.8% |