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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 | $118,912 | $136,307-12.8% | $106,619+11.5% | $273,972-56.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.75% | 11.05%-4.3pp | 9.42%-2.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $12,799 | $5,190+146.6% | $3,947+224.3% | $4,869+162.9% |
| Participant deferral / active EE | $3,752 | $4,969-24.5% | $3,930-4.5% | $5,287-29.0% |
| Admin fee / account holder | $1,971 | $8,625-77.1% | $6,418-69.3% | $10,133-80.5% |