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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 | $67,080 | $153,769-56.4% | $133,975-49.9% | $273,972-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.87% | 36.51%-25.6pp | 29.29%-18.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,398 | $6,029-76.8% | $5,211-73.2% | $4,869-71.3% |
| Participant deferral / active EE | $10,853 | $6,958+56.0% | $6,282+72.8% | $5,287+105.3% |
| Admin fee / account holder | $16,472 | $11,765+40.0% | $9,324+76.7% | $10,133+62.6% |