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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 | $79,068 | $86,949-9.1% | $102,460-22.8% | $80,959-2.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.53% | 18.89%-7.4pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $6,141 | $2,370+159.1% | $3,025+103.0% | $2,757+122.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,351 | $8,048-70.8% | $9,460-75.1% | $6,925-66.1% |