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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 | $66,740 | $104,098-35.9% | $140,514-52.5% | $94,015-29.0% |
| Participation rate | 96.0% | 73.7%+22.3pp | 77.8%+18.2pp | 70.8%+25.2pp |
| Annual return | 11.11% | 15.14%-4.0pp | 14.36%-3.2pp | 17.84%-6.7pp |
| Employer contribution / active EE | $1,493 | $2,388-37.5% | $3,378-55.8% | $2,790-46.5% |
| Participant deferral / active EE | $2,963 | $4,033-26.5% | $4,919-39.8% | $4,249-30.3% |
| Admin fee / account holder | $9,861 | $10,439-5.5% | $13,697-28.0% | $8,951+10.2% |