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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 | $122,749 | $81,476+50.7% | $102,383+19.9% | $80,925+51.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.45% | 25.59%-14.1pp | 24.94%-13.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $12,031 | $3,105+287.5% | $3,870+210.8% | $2,756+336.5% |
| Participant deferral / active EE | $6,324 | $3,871+63.4% | $5,060+25.0% | $4,299+47.1% |
| Admin fee / account holder | $1,770 | $6,717-73.7% | $8,391-78.9% | $6,940-74.5% |