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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 | $94,524 | $87,166+8.4% | $76,735+23.2% | $137,256-31.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.71% | 26.50%-12.8pp | 29.77%-16.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $759 | $2,904-73.9% | $2,454-69.1% | $4,156-81.7% |
| Participant deferral / active EE | $3,572 | $4,726-24.4% | $4,088-12.6% | $6,407-44.2% |
| Admin fee / account holder | $2,715 | $8,403-67.7% | $7,189-62.2% | $12,270-77.9% |