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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 | $108,363 | $93,055+16.5% | $153,741-29.5% | $80,959+33.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 20.04% | 19.97%+0.1pp | 15.71%+4.3pp | 35.67%-15.6pp |
| Employer contribution / active EE | $3,647 | $3,504+4.1% | $5,042-27.7% | $2,757+32.3% |
| Participant deferral / active EE | $0 | $5,172-100.0% | $6,757-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,483 | $8,881-60.8% | $12,749-72.7% | $6,925-49.7% |