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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 | $83,605 | $97,550-14.3% | $120,344-30.5% | $87,485-4.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.62% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.4pp |
| Employer contribution / active EE | $3,080 | $2,291+34.5% | $3,020+2.0% | $2,596+18.6% |
| Participant deferral / active EE | $9,999 | $4,230+136.4% | $5,135+94.7% | $4,274+134.0% |
| Admin fee / account holder | $1,651 | $9,543-82.7% | $12,742-87.0% | $7,775-78.8% |