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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 | $113,560 | $123,793-8.3% | $177,848-36.1% | $79,856+42.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.44% | 22.82%-9.4pp | 48.33%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $4,178 | $4,095+2.0% | $5,919-29.4% | $2,471+69.1% |
| Participant deferral / active EE | $5,428 | $5,956-8.9% | $7,714-29.6% | $3,741+45.1% |
| Admin fee / account holder | $2,760 | $7,243-61.9% | $12,431-77.8% | $5,306-48.0% |