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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 | $109,789 | $138,386-20.7% | $184,260-40.4% | $80,935+35.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.39% | 20.02%-2.6pp | 28.84%-11.4pp | 35.66%-18.3pp |
| Employer contribution / active EE | $4,588 | $4,851-5.4% | $6,427-28.6% | $2,757+66.4% |
| Participant deferral / active EE | $7,113 | $7,076+0.5% | $9,133-22.1% | $4,299+65.4% |
| Admin fee / account holder | $4,794 | $10,489-54.3% | $13,898-65.5% | $6,924-30.8% |