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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 | $81,343 | $72,114+12.8% | $108,745-25.2% | $62,881+29.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 21.77% | 13.41%+8.4pp | 46.22%-24.5pp | 20.14%+1.6pp |
| Employer contribution / active EE | $1,437 | $2,694-46.7% | $3,323-56.8% | $2,281-37.0% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $493 | $4,608-89.3% | $6,144-92.0% | $4,296-88.5% |