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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 | $81,331-1.6% | $155,534-48.6% | $80,935-1.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.79% | 33.37%-17.6pp | 64.92%-49.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $12,443 | $3,105+300.8% | $4,675+166.2% | $2,757+351.4% |
| Participant deferral / active EE | $4,988 | $3,454+44.4% | $5,630-11.4% | $4,299+16.0% |
| Admin fee / account holder | $723 | $7,999-91.0% | $15,900-95.5% | $6,924-89.6% |