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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 | $75,846 | $106,524-28.8% | $152,301-50.2% | $87,485-13.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.80% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $5,258 | $3,371+56.0% | $4,624+13.7% | $2,596+102.5% |
| Participant deferral / active EE | $10,065 | $6,525+54.3% | $8,004+25.8% | $4,274+135.5% |
| Admin fee / account holder | $4,831 | $8,287-41.7% | $14,398-66.4% | $7,775-37.9% |