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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 | $99,013 | $63,082+57.0% | $81,716+21.2% | $79,852+24.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.90% | 22.66%-8.8pp | 29.49%-15.6pp | 31.72%-17.8pp |
| Employer contribution / active EE | $9,021 | $1,795+402.5% | $4,310+109.3% | $2,471+265.1% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $642 | $4,428-85.5% | $5,159-87.6% | $5,306-87.9% |