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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 | $80,000 | $81,276-1.6% | $155,574-48.6% | $80,925-1.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.79% | 33.36%-17.6pp | 64.87%-49.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $12,443 | $3,103+301.0% | $4,676+166.1% | $2,756+351.5% |
| Participant deferral / active EE | $4,988 | $3,453+44.5% | $5,629-11.4% | $4,299+16.0% |
| Admin fee / account holder | $723 | $7,993-91.0% | $15,914-95.5% | $6,940-89.6% |