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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 | $142,566 | $181,896-21.6% | $156,551-8.9% | $273,972-48.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.89% | 30.74%-23.9pp | 32.23%-25.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $16,681 | $6,248+167.0% | $5,501+203.2% | $4,869+242.6% |
| Participant deferral / active EE | $5,678 | $5,550+2.3% | $4,871+16.6% | $5,287+7.4% |
| Admin fee / account holder | $23,083 | $15,560+48.3% | $13,028+77.2% | $10,133+127.8% |