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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 | $78,131 | $81,457-4.1% | $103,378-24.4% | $80,911-3.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.16% | 25.58%-13.4pp | 24.91%-12.7pp | 35.63%-23.5pp |
| Employer contribution / active EE | $2,649 | $3,107-14.8% | $3,870-31.6% | $2,756-3.9% |
| Participant deferral / active EE | $6,490 | $3,871+67.7% | $5,058+28.3% | $4,297+51.0% |
| Admin fee / account holder | $2,474 | $6,717-63.2% | $8,401-70.5% | $6,935-64.3% |