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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 | $93,450 | $95,453-2.1% | $112,040-16.6% | $82,448+13.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 19.42% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,691 | $2,318-27.0% | $2,954-42.7% | $2,551-33.7% |
| Participant deferral / active EE | $3,492 | $4,224-17.3% | $5,098-31.5% | $4,139-15.6% |
| Admin fee / account holder | $1,393 | $9,013-84.5% | $12,098-88.5% | $7,234-80.7% |