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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 | $111,437 | $63,845+74.5% | $81,370+37.0% | $80,959+37.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 13.47% | 16.37%-2.9pp | 24.85%-11.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $6,404 | $1,980+223.5% | $2,464+159.9% | $2,757+132.3% |
| Participant deferral / active EE | $6,965 | $3,093+125.2% | $3,885+79.3% | $4,300+62.0% |
| Admin fee / account holder | $2,328 | $5,688-59.1% | $5,749-59.5% | $6,925-66.4% |