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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 | $122,016 | $106,524+14.5% | $152,301-19.9% | $87,485+39.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.59% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,335 | $3,371-30.7% | $4,624-49.5% | $2,596-10.1% |
| Participant deferral / active EE | $11,737 | $6,525+79.9% | $8,004+46.6% | $4,274+174.7% |
| Admin fee / account holder | $10,516 | $8,287+26.9% | $14,398-27.0% | $7,775+35.3% |