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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 | $81,487+36.8% | $102,412+8.8% | $80,935+37.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.32% | 25.60%-13.3pp | 24.94%-12.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $10,037 | $3,103+223.5% | $3,870+159.4% | $2,757+264.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,752 | $6,717-44.1% | $8,388-55.3% | $6,924-45.8% |