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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 | $60,380 | $117,859-48.8% | $102,438-41.1% | $145,959-58.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 31.72%-20.5pp | 29.37%-18.2pp | 561.95%-550.7pp |
| Employer contribution / active EE | $3,650 | $3,615+1.0% | $3,024+20.7% | $4,661-21.7% |
| Participant deferral / active EE | $11,901 | $5,732+107.6% | $5,054+135.5% | $6,689+77.9% |
| Admin fee / account holder | $7,839 | $13,318-41.1% | $9,448-17.0% | $13,398-41.5% |