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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 | $127,028 | $138,386-8.2% | $184,260-31.1% | $80,935+57.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.10% | 20.02%-1.9pp | 28.84%-10.7pp | 35.66%-17.6pp |
| Employer contribution / active EE | $4,037 | $4,851-16.8% | $6,427-37.2% | $2,757+46.5% |
| Participant deferral / active EE | $4,870 | $7,076-31.2% | $9,133-46.7% | $4,299+13.3% |
| Admin fee / account holder | $8,136 | $10,489-22.4% | $13,898-41.5% | $6,924+17.5% |