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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 | $102,298 | $181,896-43.8% | $156,551-34.7% | $273,972-62.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.92% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,849 | $6,248-70.4% | $5,501-66.4% | $4,869-62.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,979 | $15,560-74.4% | $13,028-69.5% | $10,133-60.7% |