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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 | $142,674 | $163,687-12.8% | $108,745+31.2% | $273,972-47.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 6.95% | 31.16%-24.2pp | 46.22%-39.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,350 | $4,711-50.1% | $3,323-29.3% | $4,869-51.7% |
| Participant deferral / active EE | $5,247 | $7,155-26.7% | $5,121+2.4% | $5,287-0.8% |
| Admin fee / account holder | $1,467 | $12,890-88.6% | $6,144-76.1% | $10,133-85.5% |