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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 | $97,909 | $181,896-46.2% | $156,551-37.5% | $273,972-64.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.09% | 30.74%-26.7pp | 32.23%-28.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,437 | $6,248-61.0% | $5,501-55.7% | $4,869-49.9% |
| Participant deferral / active EE | $5,507 | $5,550-0.8% | $4,871+13.0% | $5,287+4.2% |
| Admin fee / account holder | $3,400 | $15,560-78.2% | $13,028-73.9% | $10,133-66.4% |