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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 | $82,530 | $52,306+57.8% | $69,779+18.3% | $62,881+31.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 5.09% | 13.35%-8.3pp | 12.99%-7.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $9,255 | $1,799+414.4% | $2,338+295.8% | $2,281+305.8% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,042 | $3,691-71.8% | $4,381-76.2% | $4,296-75.8% |