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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 | $135,524 | $181,896-25.5% | $156,551-13.4% | $273,972-50.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.61% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $8,667 | $6,248+38.7% | $5,501+57.5% | $4,869+78.0% |
| Participant deferral / active EE | $4,880 | $5,550-12.1% | $4,871+0.2% | $5,287-7.7% |
| Admin fee / account holder | $32,226 | $15,560+107.1% | $13,028+147.4% | $10,133+218.0% |