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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 | $127,736 | $181,896-29.8% | $156,551-18.4% | $273,972-53.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.29% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $6,522 | $6,248+4.4% | $5,501+18.6% | $4,869+34.0% |
| Participant deferral / active EE | $4,136 | $5,550-25.5% | $4,871-15.1% | $5,287-21.8% |
| Admin fee / account holder | $6,704 | $15,560-56.9% | $13,028-48.5% | $10,133-33.8% |