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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 | $77,587 | $97,550-20.5% | $120,344-35.5% | $87,485-11.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 15.17% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,108 | $2,291-8.0% | $3,020-30.2% | $2,596-18.8% |
| Participant deferral / active EE | $3,282 | $4,230-22.4% | $5,135-36.1% | $4,274-23.2% |
| Admin fee / account holder | $6,319 | $9,543-33.8% | $12,742-50.4% | $7,775-18.7% |