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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 | $138,393-42.9% | $184,256-57.1% | $80,959-2.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.09% | 20.01%-3.9pp | 28.85%-12.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $11,000 | $4,847+126.9% | $6,427+71.2% | $2,757+299.0% |
| Participant deferral / active EE | $16,694 | $7,076+135.9% | $9,133+82.8% | $4,300+288.2% |
| Admin fee / account holder | $7,641 | $10,489-27.2% | $13,899-45.0% | $6,925+10.3% |