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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 | $83,193 | $72,269+15.1% | $101,271-17.9% | $79,852+4.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.46% | 22.29%-5.8pp | 46.48%-30.0pp | 31.72%-15.3pp |
| Employer contribution / active EE | $9,173 | $2,692+240.8% | $3,660+150.6% | $2,471+271.2% |
| Participant deferral / active EE | $3,751 | $3,282+14.3% | $4,371-14.2% | $3,740+0.3% |
| Admin fee / account holder | $2,812 | $4,401-36.1% | $5,948-52.7% | $5,306-47.0% |