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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 | $112,917 | $192,829-41.4% | $142,516-20.8% | $139,487-19.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 12.51% | 18.07%-5.6pp | 20.03%-7.5pp | 373.84%-361.3pp |
| Employer contribution / active EE | $4,532 | $5,808-22.0% | $4,849-6.5% | $4,755-4.7% |
| Participant deferral / active EE | $7,847 | $7,200+9.0% | $6,280+25.0% | $6,713+16.9% |
| Admin fee / account holder | $11,139 | $15,120-26.3% | $10,008+11.3% | $11,407-2.3% |