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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 | $100,235 | $153,311-34.6% | $109,313-8.3% | $273,972-63.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.11% | 29.86%-24.8pp | 22.07%-17.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,889 | $5,619-66.4% | $3,892-51.5% | $4,869-61.2% |
| Participant deferral / active EE | $4,257 | $3,932+8.3% | $3,166+34.5% | $5,287-19.5% |
| Admin fee / account holder | $903 | $8,076-88.8% | $5,666-84.1% | $10,133-91.1% |