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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 | $62,690 | $107,421-41.6% | $182,262-65.6% | $94,015-33.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 13.10% | 21.32%-8.2pp | 140.60%-127.5pp | 17.84%-4.7pp |
| Employer contribution / active EE | $7,878 | $3,448+128.5% | $5,046+56.1% | $2,790+182.3% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,077 | $8,692-41.6% | $16,712-69.6% | $8,951-43.3% |