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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 | $89,907 | $53,774+67.2% | $134,162-33.0% | $79,856+12.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 23.74% | 19.01%+4.7pp | 36.35%-12.6pp | 31.71%-8.0pp |
| Employer contribution / active EE | $6,843 | $1,322+417.8% | $3,705+84.7% | $2,471+176.9% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,723 | $3,985-31.7% | $6,685-59.3% | $5,306-48.7% |