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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 | $108,250 | $106,524+1.6% | $152,301-28.9% | $87,485+23.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.08% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,387 | $3,371-29.2% | $4,624-48.4% | $2,596-8.1% |
| Participant deferral / active EE | $8,070 | $6,525+23.7% | $8,004+0.8% | $4,274+88.8% |
| Admin fee / account holder | $9,954 | $8,287+20.1% | $14,398-30.9% | $7,775+28.0% |