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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 | $100,619 | $149,446-32.7% | $256,809-60.8% | $94,015+7.0% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 13.49% | 17.55%-4.1pp | 32.73%-19.2pp | 17.84%-4.4pp |
| Employer contribution / active EE | $4,464 | $4,596-2.9% | $7,263-38.5% | $2,790+60.0% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,994 | $24,035-91.7% | $25,146-92.1% | $8,951-77.7% |