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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 | $83,088 | $97,550-14.8% | $120,344-31.0% | $87,485-5.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.15% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,856 | $2,291+24.7% | $3,020-5.4% | $2,596+10.0% |
| Participant deferral / active EE | $2,863 | $4,230-32.3% | $5,135-44.2% | $4,274-33.0% |
| Admin fee / account holder | $4,898 | $9,543-48.7% | $12,742-61.6% | $7,775-37.0% |