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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 | $103,370 | $106,524-3.0% | $152,301-32.1% | $87,485+18.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.47% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,428 | $3,371-28.0% | $4,624-47.5% | $2,596-6.5% |
| Participant deferral / active EE | $5,069 | $6,525-22.3% | $8,004-36.7% | $4,274+18.6% |
| Admin fee / account holder | $2,035 | $8,287-75.4% | $14,398-85.9% | $7,775-73.8% |