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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 | $70,683 | $96,558-26.8% | $80,977-12.7% | $273,972-74.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.72% | 15.14%-10.4pp | 17.11%-12.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $5,694 | $4,869+16.9% | $3,715+53.3% | $4,869+16.9% |
| Participant deferral / active EE | $3,009 | $6,598-54.4% | $5,696-47.2% | $5,287-43.1% |
| Admin fee / account holder | $1,617 | $7,493-78.4% | $5,517-70.7% | $10,133-84.0% |