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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 | $101,530 | $123,478-17.8% | $216,567-53.1% | $94,015+8.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 11.09% | 23.61%-12.5pp | 12.94%-1.9pp | 17.84%-6.8pp |
| Employer contribution / active EE | $4,437 | $3,136+41.5% | $5,216-14.9% | $2,790+59.0% |
| Participant deferral / active EE | $4,138 | $4,556-9.2% | $6,191-33.2% | $4,249-2.6% |
| Admin fee / account holder | $33,927 | $12,753+166.0% | $21,981+54.4% | $8,951+279.0% |