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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 | $51,128 | $86,922-41.2% | $102,438-50.1% | $80,874-36.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.44% | 18.90%-7.5pp | 29.37%-17.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $6,050 | $2,369+155.3% | $3,024+100.1% | $2,756+119.5% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,102 | $8,050-86.3% | $9,448-88.3% | $6,935-84.1% |