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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 | $89,555 | $114,712-21.9% | $173,730-48.5% | $87,485+2.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 17.30% | 20.18%-2.9pp | 19.96%-2.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $5,152 | $2,904+77.4% | $4,577+12.5% | $2,596+98.4% |
| Participant deferral / active EE | $4,701 | $4,642+1.3% | $6,326-25.7% | $4,274+10.0% |
| Admin fee / account holder | $2,411 | $10,210-76.4% | $17,523-86.2% | $7,775-69.0% |