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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 | $93,739 | $136,307-31.2% | $106,619-12.1% | $273,972-65.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 78.0%+12.9pp | 83.0%+7.9pp |
| Annual return | 6.84% | 11.05%-4.2pp | 9.42%-2.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,020 | $5,190-80.3% | $3,947-74.2% | $4,869-79.1% |
| Participant deferral / active EE | $3,940 | $4,969-20.7% | $3,930+0.3% | $5,287-25.5% |
| Admin fee / account holder | $1,159 | $8,625-86.6% | $6,418-81.9% | $10,133-88.6% |