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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 | $84,583 | $146,267-42.2% | $197,124-57.1% | $82,448+2.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.60% | 29.61%-13.0pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,615 | $4,723+18.9% | $6,227-9.8% | $2,551+120.1% |
| Participant deferral / active EE | $7,328 | $7,035+4.2% | $9,135-19.8% | $4,139+77.0% |
| Admin fee / account holder | $3,454 | $14,422-76.1% | $16,298-78.8% | $7,234-52.3% |