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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 | $72,253 | $76,551-5.6% | $123,894-41.7% | $62,881+14.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.77% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $6,280 | $2,882+117.9% | $4,617+36.0% | $2,281+175.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,148 | $4,826-55.5% | $8,357-74.3% | $4,296-50.0% |