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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 | $73,023 | $114,712-36.3% | $173,730-58.0% | $87,485-16.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 15.77% | 20.18%-4.4pp | 19.96%-4.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,633 | $2,904-9.3% | $4,577-42.5% | $2,596+1.4% |
| Participant deferral / active EE | $5,595 | $4,642+20.5% | $6,326-11.6% | $4,274+30.9% |
| Admin fee / account holder | $9,061 | $10,210-11.2% | $17,523-48.3% | $7,775+16.5% |