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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 | $103,169 | $106,524-3.1% | $152,301-32.3% | $87,485+17.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.53% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $3,679 | $3,371+9.1% | $4,624-20.4% | $2,596+41.7% |
| Participant deferral / active EE | $4,777 | $6,525-26.8% | $8,004-40.3% | $4,274+11.8% |
| Admin fee / account holder | $732 | $8,287-91.2% | $14,398-94.9% | $7,775-90.6% |