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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 | $119,733 | $90,400+32.4% | $186,193-35.7% | $87,485+36.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 17.87% | 22.15%-4.3pp | 78.03%-60.2pp | 26.06%-8.2pp |
| Employer contribution / active EE | $8,031 | $2,170+270.0% | $3,918+105.0% | $2,596+209.3% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $762 | $8,673-91.2% | $11,058-93.1% | $7,775-90.2% |