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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 | $109,737 | $124,425-11.8% | $112,040-2.1% | $137,256-20.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.06% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,479 | $3,411-27.3% | $2,954-16.1% | $4,156-40.3% |
| Participant deferral / active EE | $5,380 | $5,718-5.9% | $5,098+5.5% | $6,407-16.0% |
| Admin fee / account holder | $47,952 | $15,207+215.3% | $12,098+296.4% | $12,270+290.8% |