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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 | $136,860-7.1% | $120,344+5.6% | $154,746-17.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.57% | 21.38%-9.8pp | 20.30%-8.7pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,591 | $3,533-26.7% | $3,020-14.2% | $4,379-40.8% |
| Participant deferral / active EE | $3,238 | $5,793-44.1% | $5,135-36.9% | $6,730-51.9% |
| Admin fee / account holder | $2,226 | $15,393-85.5% | $12,742-82.5% | $14,365-84.5% |