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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 | $80,327 | $181,896-55.8% | $156,551-48.7% | $273,972-70.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.69% | 30.74%-18.1pp | 32.23%-19.5pp | 41.46%-28.8pp |
| Employer contribution / active EE | $5,853 | $6,248-6.3% | $5,501+6.4% | $4,869+20.2% |
| Participant deferral / active EE | $4,942 | $5,550-10.9% | $4,871+1.5% | $5,287-6.5% |
| Admin fee / account holder | $4,950 | $15,560-68.2% | $13,028-62.0% | $10,133-51.1% |