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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 | $82,293 | $99,345-17.2% | $84,753-2.9% | $273,972-70.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.95% | 22.93%-20.0pp | 22.78%-19.8pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,988 | $4,214-52.8% | $3,574-44.4% | $4,869-59.2% |
| Participant deferral / active EE | $4,316 | $4,270+1.1% | $3,712+16.3% | $5,287-18.4% |
| Admin fee / account holder | $10,758 | $6,645+61.9% | $5,333+101.7% | $10,133+6.2% |