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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 | $80,691 | $138,385-41.7% | $184,243-56.2% | $80,925-0.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.58% | 20.02%-7.4pp | 28.82%-16.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $12,755 | $4,851+163.0% | $6,427+98.5% | $2,756+362.8% |
| Participant deferral / active EE | $14,066 | $7,075+98.8% | $9,132+54.0% | $4,299+227.2% |
| Admin fee / account holder | $2,032 | $10,489-80.6% | $13,914-85.4% | $6,940-70.7% |