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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 | $62,915 | $99,345-36.7% | $84,753-25.8% | $273,972-77.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.07% | 22.93%-17.9pp | 22.78%-17.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $4,148 | $4,214-1.6% | $3,574+16.0% | $4,869-14.8% |
| Participant deferral / active EE | $5,719 | $4,270+33.9% | $3,712+54.1% | $5,287+8.2% |
| Admin fee / account holder | $3,348 | $6,645-49.6% | $5,333-37.2% | $10,133-67.0% |