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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 | $91,805 | $132,310-30.6% | $105,754-13.2% | $273,972-66.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.42% | 10.08%-4.7pp | 12.25%-6.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $5,827 | $4,867+19.7% | $4,079+42.8% | $4,869+19.7% |
| Participant deferral / active EE | $7,785 | $6,233+24.9% | $5,326+46.2% | $5,287+47.2% |
| Admin fee / account holder | $41,652 | $12,036+246.1% | $8,309+401.3% | $10,133+311.1% |