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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 | $80,586 | $95,453-15.6% | $112,040-28.1% | $82,448-2.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 22.61% | 23.92%-1.3pp | 24.52%-1.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $10,191 | $2,318+339.7% | $2,954+245.0% | $2,551+299.5% |
| Participant deferral / active EE | $11,007 | $4,224+160.6% | $5,098+115.9% | $4,139+165.9% |
| Admin fee / account holder | $6,027 | $9,013-33.1% | $12,098-50.2% | $7,234-16.7% |