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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 | $121,896 | $89,515+36.2% | $103,065+18.3% | $80,959+50.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 11.95% | 22.82%-10.9pp | 23.95%-12.0pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,615 | $4,015-10.0% | $4,675-22.7% | $2,757+31.1% |
| Participant deferral / active EE | $11,241 | $5,463+105.8% | $6,625+69.7% | $4,300+161.4% |
| Admin fee / account holder | $5,095 | $6,527-21.9% | $9,349-45.5% | $6,925-26.4% |