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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 | $153,669 | $181,896-15.5% | $156,551-1.8% | $273,972-43.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.26% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $9,699 | $6,248+55.2% | $5,501+76.3% | $4,869+99.2% |
| Participant deferral / active EE | $7,550 | $5,550+36.0% | $4,871+55.0% | $5,287+42.8% |
| Admin fee / account holder | $3,291 | $15,560-78.8% | $13,028-74.7% | $10,133-67.5% |