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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 | $121,442 | $153,311-20.8% | $109,313+11.1% | $273,972-55.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 17.11% | 29.86%-12.8pp | 22.07%-5.0pp | 41.46%-24.3pp |
| Employer contribution / active EE | $5,382 | $5,619-4.2% | $3,892+38.3% | $4,869+10.5% |
| Participant deferral / active EE | $12,993 | $3,932+230.4% | $3,166+310.3% | $5,287+145.7% |
| Admin fee / account holder | $4,208 | $8,076-47.9% | $5,666-25.7% | $10,133-58.5% |