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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 | $109,794 | $99,345+10.5% | $84,753+29.5% | $273,972-59.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.31% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.1pp |
| Employer contribution / active EE | $9,375 | $4,214+122.5% | $3,574+162.3% | $4,869+92.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,003 | $6,645-69.9% | $5,333-62.4% | $10,133-80.2% |