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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 | $82,441 | $126,661-34.9% | $113,397-27.3% | $138,895-40.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.07% | 25.05%-14.0pp | 23.20%-12.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $6,108 | $3,456+76.7% | $2,977+105.2% | $4,194+45.6% |
| Participant deferral / active EE | $4,986 | $5,693-12.4% | $5,076-1.8% | $6,396-22.0% |
| Admin fee / account holder | $25,527 | $14,549+75.5% | $11,957+113.5% | $12,562+103.2% |