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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 | $33,803 | $181,896-81.4% | $156,551-78.4% | $273,972-87.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.16% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,162 | $6,248-65.4% | $5,501-60.7% | $4,869-55.6% |
| Participant deferral / active EE | $3,916 | $5,550-29.4% | $4,871-19.6% | $5,287-25.9% |
| Admin fee / account holder | $8,558 | $15,560-45.0% | $13,028-34.3% | $10,133-15.5% |