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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 | $83,534 | $81,487+2.5% | $102,412-18.4% | $80,935+3.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.36% | 25.60%-14.2pp | 24.94%-13.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $9,333 | $3,103+200.8% | $3,870+141.2% | $2,757+238.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,243 | $6,717-66.6% | $8,388-73.3% | $6,924-67.6% |