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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 | $55,545 | $153,311-63.8% | $109,313-49.2% | $273,972-79.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.51% | 29.86%-25.4pp | 22.07%-17.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $9,443 | $5,619+68.1% | $3,892+142.6% | $4,869+94.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,083 | $8,076-12.3% | $5,666+25.0% | $10,133-30.1% |