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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 | $96,856 | $101,778-4.8% | $164,975-41.3% | $80,925+19.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.30% | 16.73%-5.4pp | 70.12%-58.8pp | 35.65%-24.3pp |
| Employer contribution / active EE | $6,612 | $2,954+123.9% | $4,343+52.3% | $2,756+139.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,579 | $8,221-80.8% | $12,688-87.6% | $6,940-77.3% |