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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 | $83,022 | $81,476+1.9% | $102,383-18.9% | $80,925+2.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.46% | 25.59%-15.1pp | 24.94%-14.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $2,264 | $3,105-27.1% | $3,870-41.5% | $2,756-17.8% |
| Participant deferral / active EE | $4,973 | $3,871+28.5% | $5,060-1.7% | $4,299+15.7% |
| Admin fee / account holder | $16,183 | $6,717+140.9% | $8,391+92.9% | $6,940+133.2% |