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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 | $134,041 | $215,361-37.8% | $171,082-21.7% | $273,972-51.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.28% | 25.14%-21.9pp | 32.56%-29.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $5,974 | $4,967+20.3% | $4,002+49.3% | $4,869+22.7% |
| Participant deferral / active EE | $11,302 | $5,543+103.9% | $4,797+135.6% | $5,287+113.8% |
| Admin fee / account holder | $60,011 | $10,846+453.3% | $8,520+604.4% | $10,133+492.3% |