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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 | $77,200 | $92,041-16.1% | $299,830-74.3% | $94,015-17.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 70.8%+29.2pp |
| Annual return | 11.11% | 15.24%-4.1pp | 10.58%+0.5pp | 17.84%-6.7pp |
| Employer contribution / active EE | $4,204 | $2,506+67.8% | $5,842-28.0% | $2,790+50.7% |
| Participant deferral / active EE | $0 | $4,287-100.0% | $7,038-100.0% | $4,249-100.0% |
| Admin fee / account holder | $12,015 | $8,997+33.5% | $50,982-76.4% | $8,951+34.2% |