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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 | $145,431-28.3% | $211,142-50.6% | $87,485+19.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 16.01% | 27.21%-11.2pp | 46.84%-30.8pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,733 | $4,662-41.4% | $6,442-57.6% | $2,596+5.3% |
| Participant deferral / active EE | $5,368 | $6,859-21.7% | $9,284-42.2% | $4,274+25.6% |
| Admin fee / account holder | $11,081 | $17,052-35.0% | $19,076-41.9% | $7,775+42.5% |