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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 | $73,508 | $136,307-46.1% | $106,619-31.1% | $273,972-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.10% | 11.05%-4.9pp | 9.42%-3.3pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,130 | $5,190-59.0% | $3,947-46.0% | $4,869-56.2% |
| Participant deferral / active EE | $3,823 | $4,969-23.1% | $3,930-2.7% | $5,287-27.7% |
| Admin fee / account holder | $1,380 | $8,625-84.0% | $6,418-78.5% | $10,133-86.4% |