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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 | $81,316 | $75,541+7.6% | $152,093-46.5% | $82,637-1.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.89% | 32.56%-15.7pp | 66.36%-49.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,269 | $2,622-13.5% | $4,175-45.6% | $2,552-11.1% |
| Participant deferral / active EE | $4,360 | $3,206+36.0% | $5,451-20.0% | $4,126+5.7% |
| Admin fee / account holder | $7,234 | $6,405+12.9% | $14,497-50.1% | $7,339-1.4% |