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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 | $97,145 | $115,931-16.2% | $185,441-47.6% | $86,983+11.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 17.58% | 21.47%-3.9pp | 20.16%-2.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $3,937 | $2,937+34.0% | $4,672-15.7% | $2,584+52.3% |
| Participant deferral / active EE | $2,874 | $4,551-36.8% | $6,152-53.3% | $4,194-31.5% |
| Admin fee / account holder | $2,530 | $10,687-76.3% | $17,890-85.9% | $7,856-67.8% |