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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 | $87,310 | $106,749-18.2% | $145,433-40.0% | $82,448+5.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.41% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,285 | $3,444-33.7% | $4,554-49.8% | $2,551-10.4% |
| Participant deferral / active EE | $4,159 | $6,519-36.2% | $7,897-47.3% | $4,139+0.5% |
| Admin fee / account holder | $3,403 | $8,390-59.4% | $13,129-74.1% | $7,234-53.0% |