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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 | $75,962 | $76,564-0.8% | $105,582-28.1% | $94,015-19.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 13.05% | 20.69%-7.6pp | 18.61%-5.6pp | 17.84%-4.8pp |
| Employer contribution / active EE | $9,576 | $1,995+379.9% | $2,984+220.9% | $2,790+243.2% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $16,115 | $7,129+126.1% | $12,856+25.4% | $8,951+80.0% |