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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 | $134,221 | $153,769-12.7% | $133,975+0.2% | $273,972-51.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.87% | 36.51%-20.6pp | 29.29%-13.4pp | 41.46%-25.6pp |
| Employer contribution / active EE | $2,577 | $6,029-57.3% | $5,211-50.5% | $4,869-47.1% |
| Participant deferral / active EE | $6,787 | $6,958-2.5% | $6,282+8.0% | $5,287+28.4% |
| Admin fee / account holder | $3,692 | $11,765-68.6% | $9,324-60.4% | $10,133-63.6% |