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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 | $59,020 | $65,712-10.2% | $57,196+3.2% | $273,972-78.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.08% | 22.01%-12.9pp | 14.59%-5.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,147 | $3,280-34.6% | $2,683-20.0% | $4,869-55.9% |
| Participant deferral / active EE | $3,770 | $3,782-0.3% | $3,096+21.8% | $5,287-28.7% |
| Admin fee / account holder | $3,588 | $4,838-25.8% | $3,141+14.2% | $10,133-64.6% |