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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 | $129,232 | $153,311-15.7% | $109,313+18.2% | $273,973-52.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.18% | 29.86%-19.7pp | 22.07%-11.9pp | 41.46%-31.3pp |
| Employer contribution / active EE | $6,448 | $5,619+14.7% | $3,892+65.7% | $4,869+32.4% |
| Participant deferral / active EE | $6,000 | $3,932+52.6% | $3,166+89.5% | $5,287+13.5% |
| Admin fee / account holder | $1,372 | $8,076-83.0% | $5,666-75.8% | $10,133-86.5% |