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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 | $118,380 | $63,773+85.6% | $81,286+45.6% | $80,925+46.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 11.01% | 16.37%-5.4pp | 24.80%-13.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $6,910 | $1,979+249.1% | $2,463+180.6% | $2,756+150.7% |
| Participant deferral / active EE | $6,407 | $3,093+107.1% | $3,883+65.0% | $4,299+49.0% |
| Admin fee / account holder | $2,937 | $5,682-48.3% | $5,764-49.0% | $6,940-57.7% |