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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 | $68,482 | $106,524-35.7% | $152,301-55.0% | $87,485-21.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.88% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,458 | $3,371-27.1% | $4,624-46.9% | $2,596-5.3% |
| Participant deferral / active EE | $6,851 | $6,525+5.0% | $8,004-14.4% | $4,274+60.3% |
| Admin fee / account holder | $9,869 | $8,287+19.1% | $14,398-31.5% | $7,775+26.9% |