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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 | $98,696 | $81,446+21.2% | $103,374-4.5% | $80,874+22.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.00% | 25.57%-13.6pp | 24.89%-12.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $6,151 | $3,107+98.0% | $3,869+59.0% | $2,756+123.2% |
| Participant deferral / active EE | $4,825 | $3,870+24.7% | $5,058-4.6% | $4,297+12.3% |
| Admin fee / account holder | $1,626 | $6,715-75.8% | $8,394-80.6% | $6,935-76.6% |