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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 | $100,426 | $105,623-4.9% | $87,502+14.8% | $273,972-63.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.31% | 12.26%-8.9pp | 12.21%-8.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,570 | $3,141-18.2% | $2,550+0.8% | $4,869-47.2% |
| Participant deferral / active EE | $4,547 | $3,601+26.3% | $3,149+44.4% | $5,287-14.0% |
| Admin fee / account holder | $945 | $4,781-80.2% | $4,221-77.6% | $10,133-90.7% |