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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 | $73,370 | $88,707-17.3% | $74,184-1.1% | $273,972-73.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.11% | 11.94%+0.2pp | 17.74%-5.6pp | 41.46%-29.3pp |
| Employer contribution / active EE | $23,808 | $3,159+653.6% | $2,370+904.5% | $4,869+389.0% |
| Participant deferral / active EE | $15,955 | $4,212+278.8% | $3,550+349.5% | $5,287+201.8% |
| Admin fee / account holder | $1,048 | $8,717-88.0% | $5,586-81.2% | $10,133-89.7% |