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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 | $81,822 | $81,446+0.5% | $103,374-20.8% | $80,874+1.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.96% | 25.57%-11.6pp | 24.89%-10.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $4,063 | $3,107+30.8% | $3,869+5.0% | $2,756+47.5% |
| Participant deferral / active EE | $5,582 | $3,870+44.2% | $5,058+10.4% | $4,297+29.9% |
| Admin fee / account holder | $1,946 | $6,715-71.0% | $8,394-76.8% | $6,935-71.9% |