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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 | $91,101 | $136,307-33.2% | $106,619-14.6% | $273,972-66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.34% | 11.05%-7.7pp | 9.42%-6.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,745 | $5,190-47.1% | $3,947-30.4% | $4,869-43.6% |
| Participant deferral / active EE | $4,591 | $4,969-7.6% | $3,930+16.8% | $5,287-13.2% |
| Admin fee / account holder | $5,858 | $8,625-32.1% | $6,418-8.7% | $10,133-42.2% |