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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 | $63,845+85.4% | $81,370+45.5% | $80,959+46.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 11.01% | 16.37%-5.4pp | 24.85%-13.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $6,910 | $1,980+249.1% | $2,464+180.5% | $2,757+150.6% |
| Participant deferral / active EE | $6,407 | $3,093+107.1% | $3,885+64.9% | $4,300+49.0% |
| Admin fee / account holder | $2,937 | $5,688-48.4% | $5,749-48.9% | $6,925-57.6% |