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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 | $134,195 | $215,361-37.7% | $171,082-21.6% | $273,972-51.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.34% | 25.14%-20.8pp | 32.56%-28.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $4,407 | $4,967-11.3% | $4,002+10.1% | $4,869-9.5% |
| Participant deferral / active EE | $7,370 | $5,543+33.0% | $4,797+53.6% | $5,287+39.4% |
| Admin fee / account holder | $2,225 | $10,846-79.5% | $8,520-73.9% | $10,133-78.0% |