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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 | $126,019 | $215,361-41.5% | $171,082-26.3% | $273,972-54.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.35% | 25.14%-15.8pp | 32.56%-23.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,940 | $4,967-40.8% | $4,002-26.5% | $4,869-39.6% |
| Participant deferral / active EE | $7,873 | $5,543+42.0% | $4,797+64.1% | $5,287+48.9% |
| Admin fee / account holder | $1,742 | $10,846-83.9% | $8,520-79.6% | $10,133-82.8% |