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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 | $112,213 | $181,896-38.3% | $156,551-28.3% | $273,972-59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.07% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $4,518 | $6,248-27.7% | $5,501-17.9% | $4,869-7.2% |
| Participant deferral / active EE | $4,594 | $5,550-17.2% | $4,871-5.7% | $5,287-13.1% |
| Admin fee / account holder | $8,617 | $15,560-44.6% | $13,028-33.9% | $10,133-15.0% |