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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 | $147,116 | $215,361-31.7% | $171,082-14.0% | $273,972-46.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.95% | 25.14%-17.2pp | 32.56%-24.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,285 | $4,967-33.9% | $4,002-17.9% | $4,869-32.5% |
| Participant deferral / active EE | $8,663 | $5,543+56.3% | $4,797+80.6% | $5,287+63.9% |
| Admin fee / account holder | $2,405 | $10,846-77.8% | $8,520-71.8% | $10,133-76.3% |