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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 | $139,423 | $181,896-23.3% | $156,551-10.9% | $273,972-49.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.95% | 30.74%-19.8pp | 32.23%-21.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $4,622 | $6,248-26.0% | $5,501-16.0% | $4,869-5.1% |
| Participant deferral / active EE | $4,423 | $5,550-20.3% | $4,871-9.2% | $5,287-16.3% |
| Admin fee / account holder | $1,464 | $15,560-90.6% | $13,028-88.8% | $10,133-85.6% |