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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 | $134,778 | $181,896-25.9% | $156,551-13.9% | $273,972-50.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.15% | 30.74%-26.6pp | 32.23%-28.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $2,153 | $6,248-65.5% | $5,501-60.9% | $4,869-55.8% |
| Participant deferral / active EE | $4,783 | $5,550-13.8% | $4,871-1.8% | $5,287-9.5% |
| Admin fee / account holder | $3,157 | $15,560-79.7% | $13,028-75.8% | $10,133-68.8% |