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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 | $133,346 | $102,245+30.4% | $89,340+49.3% | $137,256-2.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.36% | 21.89%-5.5pp | 20.57%-4.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $11,883 | $2,529+369.8% | $2,231+432.6% | $4,156+185.9% |
| Participant deferral / active EE | $10,880 | $4,436+145.2% | $3,823+184.6% | $6,407+69.8% |
| Admin fee / account holder | $5,821 | $8,085-28.0% | $6,704-13.2% | $12,270-52.6% |