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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 | $117,209 | $106,749+9.8% | $145,433-19.4% | $82,448+42.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.15% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,104 | $3,444-9.9% | $4,554-31.9% | $2,551+21.7% |
| Participant deferral / active EE | $8,892 | $6,519+36.4% | $7,897+12.6% | $4,139+114.8% |
| Admin fee / account holder | $2,860 | $8,390-65.9% | $13,129-78.2% | $7,234-60.5% |