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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 | $66,164 | $181,896-63.6% | $156,551-57.7% | $273,972-75.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.34% | 30.74%-26.4pp | 32.23%-27.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $4,469 | $6,248-28.5% | $5,501-18.8% | $4,869-8.2% |
| Participant deferral / active EE | $2,876 | $5,550-48.2% | $4,871-41.0% | $5,287-45.6% |
| Admin fee / account holder | $3,150 | $15,560-79.8% | $13,028-75.8% | $10,133-68.9% |