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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 | $64,635 | $81,446-20.6% | $103,374-37.5% | $80,874-20.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.52% | 25.57%-15.0pp | 24.89%-14.4pp | 35.62%-25.1pp |
| Employer contribution / active EE | $12,888 | $3,107+314.8% | $3,869+233.1% | $2,756+367.7% |
| Participant deferral / active EE | $3,120 | $3,870-19.4% | $5,058-38.3% | $4,297-27.4% |
| Admin fee / account holder | $565 | $6,715-91.6% | $8,394-93.3% | $6,935-91.9% |