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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 | $81,446-8.9% | $103,374-28.2% | $80,874-8.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.63% | 25.57%-11.9pp | 24.89%-11.3pp | 35.62%-22.0pp |
| Employer contribution / active EE | $11,727 | $3,107+277.4% | $3,869+203.1% | $2,756+325.6% |
| Participant deferral / active EE | $2,839 | $3,870-26.6% | $5,058-43.9% | $4,297-33.9% |
| Admin fee / account holder | $3,131 | $6,715-53.4% | $8,394-62.7% | $6,935-54.9% |