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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 | $67,364 | $72,177-6.7% | $115,038-41.4% | $59,633+13.0% |
| Participation rate | 96.7% | 72.6%+24.1pp | 81.4%+15.3pp | 68.7%+28.0pp |
| Annual return | 6.06% | 12.02%-6.0pp | 26.14%-20.1pp | 2041.45%-2035.4pp |
| Employer contribution / active EE | $6,669 | $2,841+134.7% | $4,608+44.7% | $2,203+202.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,535 | $4,927-48.6% | $8,175-69.0% | $4,297-41.0% |