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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 | $121,095 | $99,633+21.5% | $183,328-33.9% | $82,448+46.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 77.3%+22.7pp | 68.1%+31.9pp |
| Annual return | 16.80% | 17.84%-1.0pp | 29.67%-12.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,483 | $3,256-23.8% | $5,055-50.9% | $2,551-2.7% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,795-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,475 | $9,934-55.0% | $21,427-79.1% | $7,234-38.1% |