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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 | $82,326 | $81,504+1.0% | $102,437-19.6% | $80,959+1.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.20% | 25.60%-13.4pp | 24.95%-12.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $18,534 | $3,104+497.2% | $3,871+378.8% | $2,757+572.2% |
| Participant deferral / active EE | $2,909 | $3,871-24.8% | $5,060-42.5% | $4,300-32.4% |
| Admin fee / account holder | $6,315 | $6,719-6.0% | $8,388-24.7% | $6,925-8.8% |