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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 | $78,977 | $138,385-42.9% | $184,200-57.1% | $80,874-2.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.09% | 20.02%-3.9pp | 28.80%-12.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $11,000 | $4,849+126.8% | $6,424+71.2% | $2,756+299.2% |
| Participant deferral / active EE | $16,694 | $7,073+136.0% | $9,132+82.8% | $4,297+288.5% |
| Admin fee / account holder | $7,641 | $10,483-27.1% | $13,907-45.1% | $6,935+10.2% |