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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 | $133,460 | $181,896-26.6% | $156,551-14.7% | $273,972-51.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.68% | 30.74%-24.1pp | 32.23%-25.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $5,389 | $6,248-13.8% | $5,501-2.0% | $4,869+10.7% |
| Participant deferral / active EE | $3,624 | $5,550-34.7% | $4,871-25.6% | $5,287-31.5% |
| Admin fee / account holder | $912 | $15,560-94.1% | $13,028-93.0% | $10,133-91.0% |