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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 | $102,055 | $106,864-4.5% | $147,318-30.7% | $82,637+23.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.77% | 27.49%-8.7pp | 70.43%-51.7pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,978 | $3,417-12.8% | $4,593-35.2% | $2,552+16.7% |
| Participant deferral / active EE | $6,542 | $6,496+0.7% | $7,906-17.3% | $4,126+58.6% |
| Admin fee / account holder | $1,924 | $8,415-77.1% | $13,708-86.0% | $7,339-73.8% |