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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 | $138,386-17.7% | $184,260-38.2% | $80,935+40.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.43% | 20.02%-8.6pp | 28.84%-17.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $4,280 | $4,851-11.8% | $6,427-33.4% | $2,757+55.3% |
| Participant deferral / active EE | $8,783 | $7,076+24.1% | $9,133-3.8% | $4,299+104.3% |
| Admin fee / account holder | $24,488 | $10,489+133.5% | $13,898+76.2% | $6,924+253.6% |