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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 | $107,450 | $215,361-50.1% | $171,082-37.2% | $273,972-60.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.10% | 25.14%-21.0pp | 32.56%-28.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $4,110 | $4,967-17.2% | $4,002+2.7% | $4,869-15.6% |
| Participant deferral / active EE | $6,900 | $5,543+24.5% | $4,797+43.8% | $5,287+30.5% |
| Admin fee / account holder | $1,639 | $10,846-84.9% | $8,520-80.8% | $10,133-83.8% |