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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 | $97,929 | $140,578-30.3% | $100,671-2.7% | $125,388-21.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 5.05% | 24.67%-19.6pp | 20.43%-15.4pp | 282.24%-277.2pp |
| Employer contribution / active EE | $1,693 | $5,965-71.6% | $4,012-57.8% | $4,866-65.2% |
| Participant deferral / active EE | $3,571 | $3,981-10.3% | $3,144+13.6% | $5,352-33.3% |
| Admin fee / account holder | $2,711 | $6,716-59.6% | $4,850-44.1% | $9,541-71.6% |