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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 | $88,131 | $97,550-9.7% | $120,344-26.8% | $87,485+0.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.88% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,413 | $2,291-38.3% | $3,020-53.2% | $2,596-45.6% |
| Participant deferral / active EE | $4,894 | $4,230+15.7% | $5,135-4.7% | $4,274+14.5% |
| Admin fee / account holder | $9,381 | $9,543-1.7% | $12,742-26.4% | $7,775+20.7% |