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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 | $31,189 | $215,361-85.5% | $171,082-81.8% | $273,972-88.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.95% | 25.14%-20.2pp | 32.56%-27.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $3,398 | $4,967-31.6% | $4,002-15.1% | $4,869-30.2% |
| Participant deferral / active EE | $4,354 | $5,543-21.5% | $4,797-9.2% | $5,287-17.7% |
| Admin fee / account holder | $577 | $10,846-94.7% | $8,520-93.2% | $10,133-94.3% |