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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 | $110,341 | $106,864+3.3% | $147,318-25.1% | $82,637+33.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.06% | 27.49%-10.4pp | 70.43%-53.4pp | 53.51%-36.4pp |
| Employer contribution / active EE | $3,196 | $3,417-6.5% | $4,593-30.4% | $2,552+25.2% |
| Participant deferral / active EE | $8,253 | $6,496+27.1% | $7,906+4.4% | $4,126+100.0% |
| Admin fee / account holder | $1,931 | $8,415-77.1% | $13,708-85.9% | $7,339-73.7% |