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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 | $91,122 | $99,345-8.3% | $84,753+7.5% | $273,972-66.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.91% | 22.93%-18.0pp | 22.78%-17.9pp | 41.46%-36.5pp |
| Employer contribution / active EE | $3,571 | $4,214-15.2% | $3,574-0.1% | $4,869-26.6% |
| Participant deferral / active EE | $2,443 | $4,270-42.8% | $3,712-34.2% | $5,287-53.8% |
| Admin fee / account holder | $13,725 | $6,645+106.5% | $5,333+157.3% | $10,133+35.5% |