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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 | $79,088 | $138,366-42.8% | $184,185-57.1% | $80,911-2.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.07% | 20.02%-8.0pp | 28.81%-16.7pp | 35.63%-23.6pp |
| Employer contribution / active EE | $4,050 | $4,849-16.5% | $6,426-37.0% | $2,756+47.0% |
| Participant deferral / active EE | $4,899 | $7,074-30.8% | $9,132-46.4% | $4,297+14.0% |
| Admin fee / account holder | $3,367 | $10,484-67.9% | $13,909-75.8% | $6,935-51.5% |