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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 | $81,418 | $86,938-6.3% | $102,423-20.5% | $80,925+0.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.70% | 18.89%-3.2pp | 29.42%-13.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $14,992 | $2,369+532.8% | $3,023+395.9% | $2,756+443.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,726 | $8,053-78.6% | $9,455-81.7% | $6,940-75.1% |