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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 | $113,927 | $138,393-17.7% | $184,256-38.2% | $80,959+40.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.43% | 20.01%-8.6pp | 28.85%-17.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $4,280 | $4,847-11.7% | $6,427-33.4% | $2,757+55.2% |
| Participant deferral / active EE | $8,783 | $7,076+24.1% | $9,133-3.8% | $4,300+104.2% |
| Admin fee / account holder | $24,488 | $10,489+133.5% | $13,899+76.2% | $6,925+253.6% |