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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 | $136,495 | $215,361-36.6% | $171,082-20.2% | $273,972-50.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.05% | 25.14%-22.1pp | 32.56%-29.5pp | 41.46%-38.4pp |
| Employer contribution / active EE | $4,418 | $4,967-11.0% | $4,002+10.4% | $4,869-9.2% |
| Participant deferral / active EE | $6,334 | $5,543+14.3% | $4,797+32.0% | $5,287+19.8% |
| Admin fee / account holder | $34,603 | $10,846+219.0% | $8,520+306.2% | $10,133+241.5% |