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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 | $102,353 | $105,623-3.1% | $87,502+17.0% | $273,972-62.6% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 10.75% | 12.26%-1.5pp | 12.21%-1.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $434 | $3,141-86.2% | $2,550-83.0% | $4,869-91.1% |
| Participant deferral / active EE | $1,654 | $3,601-54.1% | $3,149-47.5% | $5,287-68.7% |
| Admin fee / account holder | $2,676 | $4,781-44.0% | $4,221-36.6% | $10,133-73.6% |