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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 | $81,504-20.7% | $102,437-36.9% | $80,959-20.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.52% | 25.60%-15.1pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $12,888 | $3,104+315.3% | $3,871+233.0% | $2,757+367.4% |
| Participant deferral / active EE | $3,120 | $3,871-19.4% | $5,060-38.3% | $4,300-27.4% |
| Admin fee / account holder | $565 | $6,719-91.6% | $8,388-93.3% | $6,925-91.8% |