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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 | $149,402 | $215,361-30.6% | $171,082-12.7% | $273,972-45.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.27% | 25.14%-19.9pp | 32.56%-27.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $4,868 | $4,967-2.0% | $4,002+21.6% | $4,8690% |
| Participant deferral / active EE | $4,055 | $5,543-26.8% | $4,797-15.5% | $5,287-23.3% |
| Admin fee / account holder | $2,327 | $10,846-78.6% | $8,520-72.7% | $10,133-77.0% |