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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 | $69,519 | $153,311-54.7% | $109,313-36.4% | $273,972-74.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.70% | 29.86%-27.2pp | 22.07%-19.4pp | 41.46%-38.8pp |
| Employer contribution / active EE | $5,041 | $5,619-10.3% | $3,892+29.5% | $4,869+3.5% |
| Participant deferral / active EE | $8,171 | $3,932+107.8% | $3,166+158.0% | $5,287+54.5% |
| Admin fee / account holder | $34,266 | $8,076+324.3% | $5,666+504.7% | $10,133+238.2% |