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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 | $89,788 | $146,267-38.6% | $197,124-54.5% | $82,448+8.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 22.15% | 29.61%-7.5pp | 44.34%-22.2pp | 41.64%-19.5pp |
| Employer contribution / active EE | $6,004 | $4,723+27.1% | $6,227-3.6% | $2,551+135.4% |
| Participant deferral / active EE | $9,929 | $7,035+41.1% | $9,135+8.7% | $4,139+139.9% |
| Admin fee / account holder | $3,168 | $14,422-78.0% | $16,298-80.6% | $7,234-56.2% |