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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 | $127,712 | $161,352-20.8% | $134,172-4.8% | $137,256-7.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.42% | 28.72%-17.3pp | 25.30%-13.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,597 | $4,099-36.6% | $3,420-24.1% | $4,156-37.5% |
| Participant deferral / active EE | $3,329 | $5,552-40.0% | $4,690-29.0% | $6,407-48.0% |
| Admin fee / account holder | $1,576 | $15,028-89.5% | $12,016-86.9% | $12,270-87.2% |