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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 | $73,106 | $153,769-52.5% | $133,975-45.4% | $273,972-73.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.01% | 36.51%-32.5pp | 29.29%-25.3pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,841 | $6,029-69.5% | $5,211-64.7% | $4,869-62.2% |
| Participant deferral / active EE | $19,534 | $6,958+180.7% | $6,282+211.0% | $5,287+269.5% |
| Admin fee / account holder | $11,006 | $11,765-6.4% | $9,324+18.0% | $10,133+8.6% |