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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 | $51,070 | $57,828-11.7% | $117,039-56.4% | $70,126-27.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.26% | 17.55%-4.3pp | 18.95%-5.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $7,759 | $1,816+327.3% | $3,785+105.0% | $2,343+231.2% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,996 | $3,548-43.7% | $5,974-66.6% | $4,645-57.0% |