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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 | $153,731 | $181,896-15.5% | $156,551-1.8% | $273,972-43.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.82% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $6,393 | $6,248+2.3% | $5,501+16.2% | $4,869+31.3% |
| Participant deferral / active EE | $3,855 | $5,550-30.5% | $4,871-20.9% | $5,287-27.1% |
| Admin fee / account holder | $7,865 | $15,560-49.5% | $13,028-39.6% | $10,133-22.4% |