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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 | $62,866 | $49,239+27.7% | $70,462-10.8% | $79,858-21.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.35% | 30.08%-17.7pp | 109.08%-96.7pp | 31.72%-19.4pp |
| Employer contribution / active EE | $9,044 | $2,100+330.6% | $2,737+230.4% | $2,471+266.0% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,501 | $2,876-47.8% | $3,845-61.0% | $5,306-71.7% |