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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 | $56,771 | $56,063+1.3% | $76,051-25.4% | $80,911-29.8% |
| Participation rate | 96.6% | 62.0%+34.5pp | 69.1%+27.5pp | 67.6%+28.9pp |
| Annual return | 11.10% | 20.54%-9.4pp | 360.42%-349.3pp | 35.63%-24.5pp |
| Employer contribution / active EE | $4,292 | $1,874+129.0% | $2,690+59.6% | $2,756+55.7% |
| Participant deferral / active EE | $11,021 | $3,052+261.1% | $4,257+158.9% | $4,297+156.5% |
| Admin fee / account holder | $12,708 | $5,240+142.5% | $6,416+98.1% | $6,935+83.3% |