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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 | $62,318 | $88,707-29.7% | $74,184-16.0% | $273,972-77.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.24% | 11.94%-0.7pp | 17.74%-6.5pp | 41.46%-30.2pp |
| Employer contribution / active EE | $18,000 | $3,159+469.7% | $2,370+659.5% | $4,869+269.7% |
| Participant deferral / active EE | $4,717 | $4,212+12.0% | $3,550+32.9% | $5,287-10.8% |
| Admin fee / account holder | $4,397 | $8,717-49.6% | $5,586-21.3% | $10,133-56.6% |