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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 | $126,694 | $81,504+55.4% | $102,437+23.7% | $80,959+56.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.08% | 25.60%-14.5pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $9,080 | $3,104+192.6% | $3,871+134.6% | $2,757+229.3% |
| Participant deferral / active EE | $6,949 | $3,871+79.5% | $5,060+37.3% | $4,300+61.6% |
| Admin fee / account holder | $11,801 | $6,719+75.6% | $8,388+40.7% | $6,925+70.4% |