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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 | $58,071 | $97,550-40.5% | $120,344-51.7% | $87,485-33.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.50% | 18.41%-3.9pp | 20.30%-5.8pp | 26.06%-11.6pp |
| Employer contribution / active EE | $5,894 | $2,291+157.3% | $3,020+95.1% | $2,596+127.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,270 | $9,543-44.8% | $12,742-58.6% | $7,775-32.2% |