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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 | $79,405 | $88,996-10.8% | $78,004+1.8% | $138,895-42.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 15.11% | 28.03%-12.9pp | 31.07%-16.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,309 | $2,917-20.8% | $2,469-6.5% | $4,194-45.0% |
| Participant deferral / active EE | $8,571 | $4,724+81.4% | $4,092+109.5% | $6,396+34.0% |
| Admin fee / account holder | $9,886 | $8,807+12.2% | $7,578+30.5% | $12,562-21.3% |