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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 | $52,552 | $94,529-44.4% | $140,019-62.5% | $64,173-18.1% |
| Participation rate | 97.1% | 84.1%+13.0pp | 87.5%+9.6pp | 69.6%+27.5pp |
| Annual return | 3.67% | 7.77%-4.1pp | 651.17%-647.5pp | 7.63%-4.0pp |
| Employer contribution / active EE | $10,882 | $3,812+185.4% | $5,605+94.1% | $2,381+357.1% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,531 | $6,741-62.5% | $10,705-76.4% | $4,887-48.2% |