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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 | $77,658 | $101,798-23.7% | $165,071-53.0% | $80,935-4.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.20% | 16.73%-5.5pp | 70.17%-59.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $3,196 | $2,954+8.2% | $4,347-26.5% | $2,757+15.9% |
| Participant deferral / active EE | $7,620 | $4,476+70.2% | $6,035+26.3% | $4,299+77.2% |
| Admin fee / account holder | $10,817 | $8,221+31.6% | $12,695-14.8% | $6,924+56.2% |