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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 | $82,437 | $96,956-15.0% | $69,779+18.1% | $273,972-69.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 11.02% | 12.93%-1.9pp | 12.99%-2.0pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,444 | $3,316-26.3% | $2,338+4.5% | $4,869-49.8% |
| Participant deferral / active EE | $4,890 | $3,744+30.6% | $2,931+66.8% | $5,287-7.5% |
| Admin fee / account holder | $5,603 | $7,934-29.4% | $4,381+27.9% | $10,133-44.7% |