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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 | $129,959 | $106,524+22.0% | $152,301-14.7% | $87,485+48.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.61% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $3,185 | $3,371-5.5% | $4,624-31.1% | $2,596+22.7% |
| Participant deferral / active EE | $8,218 | $6,525+25.9% | $8,004+2.7% | $4,274+92.3% |
| Admin fee / account holder | $6,439 | $8,287-22.3% | $14,398-55.3% | $7,775-17.2% |