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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 | $151,987 | $181,896-16.4% | $156,551-2.9% | $273,972-44.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.54% | 30.74%-23.2pp | 32.23%-24.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,522 | $6,248-27.6% | $5,501-17.8% | $4,869-7.1% |
| Participant deferral / active EE | $3,654 | $5,550-34.2% | $4,871-25.0% | $5,287-30.9% |
| Admin fee / account holder | $4,050 | $15,560-74.0% | $13,028-68.9% | $10,133-60.0% |