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 | $78,970 | $88,707-11.0% | $74,184+6.5% | $273,973-71.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.18% | 11.94%-0.8pp | 17.74%-6.6pp | 41.46%-30.3pp |
| Employer contribution / active EE | $25,363 | $3,159+702.8% | $2,370+970.1% | $4,869+420.9% |
| Participant deferral / active EE | $15,554 | $4,212+269.3% | $3,550+338.2% | $5,287+194.2% |
| Admin fee / account holder | $2,479 | $8,717-71.6% | $5,586-55.6% | $10,133-75.5% |