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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 | $118,011 | $138,385-14.7% | $184,200-35.9% | $80,874+45.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.41% | 20.02%-5.6pp | 28.80%-14.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $14,083 | $4,849+190.4% | $6,424+119.2% | $2,756+411.1% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,042 | $10,483-61.4% | $13,907-70.9% | $6,935-41.7% |