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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 | $100,619 | $146,267-31.2% | $197,124-49.0% | $82,448+22.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.49% | 29.61%-16.1pp | 44.34%-30.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,464 | $4,723-5.5% | $6,227-28.3% | $2,551+75.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,994 | $14,422-86.2% | $16,298-87.8% | $7,234-72.4% |