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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 | $203,532 | $215,361-5.5% | $171,082+19.0% | $273,972-25.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.77% | 25.14%-17.4pp | 32.56%-24.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,965 | $4,967-40.3% | $4,002-25.9% | $4,869-39.1% |
| Participant deferral / active EE | $9,928 | $5,543+79.1% | $4,797+106.9% | $5,287+87.8% |
| Admin fee / account holder | $6,557 | $10,846-39.6% | $8,520-23.0% | $10,133-35.3% |