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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 | $112,835 | $181,896-38.0% | $156,551-27.9% | $273,972-58.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.62% | 30.74%-20.1pp | 32.23%-21.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $3,519 | $6,248-43.7% | $5,501-36.0% | $4,869-27.7% |
| Participant deferral / active EE | $5,938 | $5,550+7.0% | $4,871+21.9% | $5,287+12.3% |
| Admin fee / account holder | $656 | $15,560-95.8% | $13,028-95.0% | $10,133-93.5% |