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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 | $70,276 | $138,393-49.2% | $184,256-61.9% | $80,959-13.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.17% | 20.01%-8.8pp | 28.85%-17.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,541 | $4,847-47.6% | $6,427-60.5% | $2,757-7.9% |
| Participant deferral / active EE | $6,425 | $7,076-9.2% | $9,133-29.7% | $4,300+49.4% |
| Admin fee / account holder | $24,625 | $10,489+134.8% | $13,899+77.2% | $6,925+255.6% |