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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 | $85,125 | $114,712-25.8% | $173,730-51.0% | $87,485-2.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 22.50% | 20.18%+2.3pp | 19.96%+2.5pp | 26.06%-3.6pp |
| Employer contribution / active EE | $3,319 | $2,904+14.3% | $4,577-27.5% | $2,596+27.8% |
| Participant deferral / active EE | $10,199 | $4,642+119.7% | $6,326+61.2% | $4,274+138.6% |
| Admin fee / account holder | $738 | $10,210-92.8% | $17,523-95.8% | $7,775-90.5% |