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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 | $81,178 | $96,562-15.9% | $80,976+0.2% | $273,968-70.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.69% | 15.14%-9.5pp | 17.10%-11.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,759 | $4,868-63.9% | $3,714-52.6% | $4,869-63.9% |
| Participant deferral / active EE | $3,679 | $6,597-44.2% | $5,696-35.4% | $5,287-30.4% |
| Admin fee / account holder | $1,914 | $7,493-74.5% | $5,516-65.3% | $10,132-81.1% |