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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 | $72,125 | $64,920+11.1% | $103,693-30.4% | $86,983-17.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 14.45% | 30.29%-15.8pp | 47.61%-33.2pp | 25.83%-11.4pp |
| Employer contribution / active EE | $6,536 | $2,141+205.3% | $2,920+123.8% | $2,584+152.9% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,881 | $6,191-69.6% | $7,858-76.1% | $7,856-76.1% |