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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 | $79,938 | $96,558-17.2% | $80,977-1.3% | $273,972-70.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.96% | 15.14%-9.2pp | 17.11%-11.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,587 | $4,869-46.9% | $3,715-30.3% | $4,869-46.9% |
| Participant deferral / active EE | $5,216 | $6,598-20.9% | $5,696-8.4% | $5,287-1.3% |
| Admin fee / account holder | $1,418 | $7,493-81.1% | $5,517-74.3% | $10,133-86.0% |