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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 | $110,440 | $181,896-39.3% | $156,551-29.5% | $273,972-59.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.81% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,090 | $6,248-34.5% | $5,501-25.6% | $4,869-16.0% |
| Participant deferral / active EE | $3,672 | $5,550-33.8% | $4,871-24.6% | $5,287-30.6% |
| Admin fee / account holder | $3,769 | $15,560-75.8% | $13,028-71.1% | $10,133-62.8% |