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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 | $77,810 | $104,098-25.3% | $140,514-44.6% | $94,015-17.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 18.27% | 15.14%+3.1pp | 14.36%+3.9pp | 17.84%+0.4pp |
| Employer contribution / active EE | $2,081 | $2,388-12.9% | $3,378-38.4% | $2,790-25.4% |
| Participant deferral / active EE | $5,762 | $4,033+42.9% | $4,919+17.1% | $4,249+35.6% |
| Admin fee / account holder | $1,390 | $10,439-86.7% | $13,697-89.9% | $8,951-84.5% |