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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 | $110,170 | $93,064+18.4% | $74,577+47.7% | $273,972-59.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.37% | 26.18%-21.8pp | 20.47%-16.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $11,663 | $3,160+269.1% | $2,525+361.9% | $4,869+139.6% |
| Participant deferral / active EE | $12,040 | $4,160+189.4% | $3,458+248.2% | $5,287+127.7% |
| Admin fee / account holder | $12,845 | $5,273+143.6% | $4,138+210.4% | $10,133+26.8% |