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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 | $80,744 | $96,558-16.4% | $80,977-0.3% | $273,972-70.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.60% | 15.14%-3.5pp | 17.11%-5.5pp | 41.46%-29.9pp |
| Employer contribution / active EE | $8,713 | $4,869+79.0% | $3,715+134.6% | $4,869+79.0% |
| Participant deferral / active EE | $10,494 | $6,598+59.1% | $5,696+84.2% | $5,287+98.5% |
| Admin fee / account holder | $7,183 | $7,493-4.1% | $5,517+30.2% | $10,133-29.1% |