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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 | $115,706 | $153,769-24.8% | $133,975-13.6% | $273,972-57.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.47% | 36.51%-30.0pp | 29.29%-22.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,070 | $6,029-49.1% | $5,211-41.1% | $4,869-36.9% |
| Participant deferral / active EE | $4,388 | $6,958-36.9% | $6,282-30.1% | $5,287-17.0% |
| Admin fee / account holder | $2,929 | $11,765-75.1% | $9,324-68.6% | $10,133-71.1% |