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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 | $74,176 | $81,504-9.0% | $102,437-27.6% | $80,959-8.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.63% | 25.60%-12.0pp | 24.95%-11.3pp | 35.67%-22.0pp |
| Employer contribution / active EE | $11,727 | $3,104+277.9% | $3,871+203.0% | $2,757+325.3% |
| Participant deferral / active EE | $2,839 | $3,871-26.6% | $5,060-43.9% | $4,300-34.0% |
| Admin fee / account holder | $3,131 | $6,719-53.4% | $8,388-62.7% | $6,925-54.8% |