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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 | $132,471 | $81,504+62.5% | $102,437+29.3% | $80,959+63.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.21% | 25.60%-14.4pp | 24.95%-13.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $7,857 | $3,104+153.2% | $3,871+103.0% | $2,757+185.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,568 | $6,719-32.0% | $8,388-45.5% | $6,925-34.0% |