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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 | $131,132 | $138,386-5.2% | $184,260-28.8% | $80,935+62.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.39% | 20.02%-5.6pp | 28.84%-14.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $4,989 | $4,851+2.8% | $6,427-22.4% | $2,757+81.0% |
| Participant deferral / active EE | $9,151 | $7,076+29.3% | $9,133+0.2% | $4,299+112.9% |
| Admin fee / account holder | $5,508 | $10,489-47.5% | $13,898-60.4% | $6,924-20.4% |