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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 | $141,605 | $153,311-7.6% | $109,313+29.5% | $273,972-48.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.44% | 29.86%-25.4pp | 22.07%-17.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $5,434 | $5,619-3.3% | $3,892+39.6% | $4,869+11.6% |
| Participant deferral / active EE | $5,063 | $3,932+28.8% | $3,166+59.9% | $5,287-4.2% |
| Admin fee / account holder | $21,206 | $8,076+162.6% | $5,666+274.2% | $10,133+109.3% |