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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 | $63,169 | $153,769-58.9% | $133,975-52.9% | $273,972-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.87% | 36.51%-32.6pp | 29.29%-25.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,330 | $6,029-77.9% | $5,211-74.5% | $4,869-72.7% |
| Participant deferral / active EE | $5,168 | $6,958-25.7% | $6,282-17.7% | $5,287-2.3% |
| Admin fee / account holder | $4,184 | $11,765-64.4% | $9,324-55.1% | $10,133-58.7% |