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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 | $93,132 | $114,712-18.8% | $173,730-46.4% | $87,485+6.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 17.49% | 20.18%-2.7pp | 19.96%-2.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $2,754 | $2,904-5.2% | $4,577-39.8% | $2,596+6.1% |
| Participant deferral / active EE | $5,730 | $4,642+23.4% | $6,326-9.4% | $4,274+34.1% |
| Admin fee / account holder | $8,447 | $10,210-17.3% | $17,523-51.8% | $7,775+8.7% |