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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 | $62,700 | $56,054+11.9% | $171,082-63.4% | $62,881-0.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 8.66% | 22.52%-13.9pp | 32.56%-23.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $7,817 | $1,731+351.5% | $4,002+95.3% | $2,281+242.7% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,979 | $3,647-45.7% | $8,520-76.8% | $4,296-53.9% |