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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 | $64,462+83.6% | $81,482+45.3% | $80,911+46.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.01% | 16.35%-5.3pp | 24.79%-13.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $6,910 | $1,979+249.2% | $2,463+180.6% | $2,756+150.8% |
| Participant deferral / active EE | $6,407 | $3,094+107.1% | $3,885+64.9% | $4,297+49.1% |
| Admin fee / account holder | $2,937 | $5,678-48.3% | $5,761-49.0% | $6,935-57.6% |