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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 | $98,895 | $106,864-7.5% | $147,318-32.9% | $82,637+19.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.11% | 27.49%-8.4pp | 70.43%-51.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $3,069 | $3,417-10.2% | $4,593-33.2% | $2,552+20.3% |
| Participant deferral / active EE | $7,872 | $6,496+21.2% | $7,906-0.4% | $4,126+90.8% |
| Admin fee / account holder | $1,158 | $8,415-86.2% | $13,708-91.5% | $7,339-84.2% |