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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 | $89,256 | $93,064-4.1% | $74,577+19.7% | $273,972-67.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.45% | 26.18%-21.7pp | 20.47%-16.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,084 | $3,160-34.0% | $2,525-17.5% | $4,869-57.2% |
| Participant deferral / active EE | $3,139 | $4,160-24.5% | $3,458-9.2% | $5,287-40.6% |
| Admin fee / account holder | $5,533 | $5,273+4.9% | $4,138+33.7% | $10,133-45.4% |