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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 | $128,625 | $83,898+53.3% | $133,346-3.5% | $94,015+36.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 15.02% | 16.00%-1.0pp | 36.85%-21.8pp | 17.84%-2.8pp |
| Employer contribution / active EE | $7,500 | $1,821+312.0% | $2,853+162.8% | $2,790+168.8% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $704 | $7,809-91.0% | $14,264-95.1% | $8,951-92.1% |