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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 | $86,572 | $118,488-26.9% | $98,462-12.1% | $139,487-37.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 18.96%-7.0pp | 21.17%-9.2pp | 373.84%-361.8pp |
| Employer contribution / active EE | $11,005 | $3,611+204.8% | $3,049+261.0% | $4,755+131.5% |
| Participant deferral / active EE | $6,898 | $5,393+27.9% | $4,738+45.6% | $6,713+2.8% |
| Admin fee / account holder | $1,043 | $13,868-92.5% | $8,875-88.2% | $11,407-90.9% |