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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 | $84,546 | $81,476+3.8% | $102,383-17.4% | $80,925+4.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.10% | 25.59%-14.5pp | 24.94%-13.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $8,168 | $3,105+163.1% | $3,870+111.0% | $2,756+196.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,668 | $6,717-0.7% | $8,391-20.5% | $6,940-3.9% |