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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 | $95,740 | $136,307-29.8% | $106,619-10.2% | $273,972-65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.20% | 11.05%-5.9pp | 9.42%-4.2pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,344 | $5,190-35.6% | $3,947-15.3% | $4,869-31.3% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,730 | $8,625-68.4% | $6,418-57.5% | $10,133-73.1% |