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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 | $97,398 | $153,311-36.5% | $109,313-10.9% | $273,972-64.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.12% | 29.86%-23.7pp | 22.07%-16.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,464 | $5,619-56.1% | $3,892-36.7% | $4,869-49.4% |
| Participant deferral / active EE | $5,994 | $3,932+52.4% | $3,166+89.3% | $5,287+13.4% |
| Admin fee / account holder | $3,131 | $8,076-61.2% | $5,666-44.7% | $10,133-69.1% |