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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 | $127,078 | $138,312-8.1% | $122,979+3.3% | $155,188-18.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.57% | 22.06%-10.5pp | 20.12%-8.5pp | 148.84%-137.3pp |
| Employer contribution / active EE | $2,591 | $3,530-26.6% | $3,062-15.4% | $4,248-39.0% |
| Participant deferral / active EE | $3,238 | $5,592-42.1% | $5,003-35.3% | $6,531-50.4% |
| Admin fee / account holder | $2,226 | $15,089-85.2% | $12,864-82.7% | $14,480-84.6% |