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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 | $88,092 | $99,341-11.3% | $84,750+3.9% | $273,965-67.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.57% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,463 | $4,214-41.5% | $3,574-31.1% | $4,869-49.4% |
| Participant deferral / active EE | $5,392 | $4,269+26.3% | $3,712+45.3% | $5,287+2.0% |
| Admin fee / account holder | $22,377 | $6,644+236.8% | $5,332+319.7% | $10,132+120.8% |