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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 | $111,463 | $81,446+36.9% | $103,374+7.8% | $80,874+37.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.32% | 25.57%-13.3pp | 24.89%-12.6pp | 35.62%-23.3pp |
| Employer contribution / active EE | $10,037 | $3,107+223.0% | $3,869+159.4% | $2,756+264.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,752 | $6,715-44.1% | $8,394-55.3% | $6,935-45.9% |