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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 | $136,536 | $138,386-1.3% | $184,260-25.9% | $80,935+68.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.23% | 20.02%-6.8pp | 28.84%-15.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,611 | $4,851-25.6% | $6,427-43.8% | $2,757+31.0% |
| Participant deferral / active EE | $8,481 | $7,076+19.9% | $9,133-7.1% | $4,299+97.3% |
| Admin fee / account holder | $6,484 | $10,489-38.2% | $13,898-53.3% | $6,924-6.4% |