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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 | $76,754 | $88,996-13.8% | $78,004-1.6% | $138,895-44.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 14.49% | 28.03%-13.5pp | 31.07%-16.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,697 | $2,917-7.5% | $2,469+9.2% | $4,194-35.7% |
| Participant deferral / active EE | $6,706 | $4,724+41.9% | $4,092+63.9% | $6,396+4.8% |
| Admin fee / account holder | $11,573 | $8,807+31.4% | $7,578+52.7% | $12,562-7.9% |