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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 | $83,271 | $63,949+30.2% | $129,031-35.5% | $94,015-11.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 12.94% | 17.56%-4.6pp | 34.67%-21.7pp | 17.84%-4.9pp |
| Employer contribution / active EE | $1,369 | $1,865-26.6% | $3,226-57.6% | $2,790-51.0% |
| Participant deferral / active EE | $4,836 | $3,686+31.2% | $5,217-7.3% | $4,249+13.8% |
| Admin fee / account holder | $8,412 | $5,523+52.3% | $13,208-36.3% | $8,951-6.0% |