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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 | $119,591 | $181,896-34.3% | $156,551-23.6% | $273,972-56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.51% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $2,049 | $6,248-67.2% | $5,501-62.7% | $4,869-57.9% |
| Participant deferral / active EE | $6,344 | $5,550+14.3% | $4,871+30.2% | $5,287+20.0% |
| Admin fee / account holder | $942 | $15,560-93.9% | $13,028-92.8% | $10,133-90.7% |