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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 | $110,810 | $153,769-27.9% | $133,975-17.3% | $273,972-59.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,187 | $6,029-14.0% | $5,211-0.5% | $4,869+6.5% |
| Participant deferral / active EE | $10,048 | $6,958+44.4% | $6,282+60.0% | $5,287+90.0% |
| Admin fee / account holder | $7,464 | $11,765-36.6% | $9,324-20.0% | $10,133-26.3% |