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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 | $77,149 | $93,064-17.1% | $74,577+3.4% | $273,972-71.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.83% | 26.18%-15.4pp | 20.47%-9.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $22,750 | $3,160+620.0% | $2,525+800.9% | $4,869+367.3% |
| Participant deferral / active EE | $11,400 | $4,160+174.0% | $3,458+229.7% | $5,287+115.6% |
| Admin fee / account holder | $691 | $5,273-86.9% | $4,138-83.3% | $10,133-93.2% |