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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 | $87,898 | $135,956-35.3% | $123,894-29.1% | $273,972-67.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.05% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,552 | $5,170-50.6% | $4,617-44.7% | $4,869-47.6% |
| Participant deferral / active EE | $5,961 | $6,343-6.0% | $5,984-0.4% | $5,287+12.7% |
| Admin fee / account holder | $10,183 | $9,817+3.7% | $8,357+21.8% | $10,133+0.5% |