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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 | $91,427 | $81,446+12.3% | $103,374-11.6% | $80,874+13.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.58% | 25.57%-15.0pp | 24.89%-14.3pp | 35.62%-25.0pp |
| Employer contribution / active EE | $11,361 | $3,107+265.6% | $3,869+193.6% | $2,756+312.3% |
| Participant deferral / active EE | $6,644 | $3,870+71.7% | $5,058+31.4% | $4,297+54.6% |
| Admin fee / account holder | $10,344 | $6,715+54.1% | $8,394+23.2% | $6,935+49.2% |