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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 | $111,357 | $181,896-38.8% | $156,551-28.9% | $273,972-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.65% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,674 | $6,248-25.2% | $5,501-15.0% | $4,869-4.0% |
| Participant deferral / active EE | $4,611 | $5,550-16.9% | $4,871-5.3% | $5,287-12.8% |
| Admin fee / account holder | $33,211 | $15,560+113.4% | $13,028+154.9% | $10,133+227.8% |