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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 | $123,150 | $181,896-32.3% | $156,551-21.3% | $273,972-55.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.08% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,222 | $6,248-64.4% | $5,501-59.6% | $4,869-54.4% |
| Participant deferral / active EE | $9,803 | $5,550+76.6% | $4,871+101.2% | $5,287+85.4% |
| Admin fee / account holder | $4,414 | $15,560-71.6% | $13,028-66.1% | $10,133-56.4% |