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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 | $108,094 | $181,896-40.6% | $156,551-31.0% | $273,972-60.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.79% | 30.74%-24.9pp | 32.23%-26.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,398 | $6,248-61.6% | $5,501-56.4% | $4,869-50.7% |
| Participant deferral / active EE | $3,896 | $5,550-29.8% | $4,871-20.0% | $5,287-26.3% |
| Admin fee / account holder | $1,033 | $15,560-93.4% | $13,028-92.1% | $10,133-89.8% |