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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 | $104,207 | $146,267-28.8% | $197,124-47.1% | $82,448+26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.01% | 29.61%-13.6pp | 44.34%-28.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,733 | $4,723-42.1% | $6,227-56.1% | $2,551+7.1% |
| Participant deferral / active EE | $5,368 | $7,035-23.7% | $9,135-41.2% | $4,139+29.7% |
| Admin fee / account holder | $11,081 | $14,422-23.2% | $16,298-32.0% | $7,234+53.2% |