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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 | $76,160 | $124,425-38.8% | $112,040-32.0% | $137,256-44.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.80% | 24.72%-12.9pp | 24.52%-12.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $6,569 | $3,411+92.6% | $2,954+122.4% | $4,156+58.1% |
| Participant deferral / active EE | $11,994 | $5,718+109.7% | $5,098+135.3% | $6,407+87.2% |
| Admin fee / account holder | $73,370 | $15,207+382.5% | $12,098+506.5% | $12,270+498.0% |