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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 | $140,887 | $93,064+51.4% | $74,577+88.9% | $273,972-48.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.68% | 26.18%-17.5pp | 20.47%-11.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $11,724 | $3,160+271.0% | $2,525+364.3% | $4,869+140.8% |
| Participant deferral / active EE | $9,260 | $4,160+122.6% | $3,458+167.8% | $5,287+75.1% |
| Admin fee / account holder | $1,210 | $5,273-77.1% | $4,138-70.8% | $10,133-88.1% |