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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 | $123,568 | $106,524+16.0% | $152,301-18.9% | $87,485+41.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.61% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,724 | $3,371-48.9% | $4,624-62.7% | $2,596-33.6% |
| Participant deferral / active EE | $10,549 | $6,525+61.7% | $8,004+31.8% | $4,274+146.8% |
| Admin fee / account holder | $5,102 | $8,287-38.4% | $14,398-64.6% | $7,775-34.4% |