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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 | $82,503 | $77,817+6.0% | $123,553-33.2% | $64,173+28.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 16.44% | 12.49%+4.0pp | 119.21%-102.8pp | 7.63%+8.8pp |
| Employer contribution / active EE | $5,563 | $3,014+84.6% | $4,628+20.2% | $2,381+133.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,561 | $5,519-53.6% | $9,284-72.4% | $4,887-47.6% |