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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 | $82,577 | $106,524-22.5% | $152,301-45.8% | $87,485-5.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.43% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $6,970 | $3,371+106.7% | $4,624+50.7% | $2,596+168.5% |
| Participant deferral / active EE | $8,487 | $6,525+30.1% | $8,004+6.0% | $4,274+98.6% |
| Admin fee / account holder | $6,095 | $8,287-26.4% | $14,398-57.7% | $7,775-21.6% |