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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 | $85,497 | $109,359-21.8% | $162,185-47.3% | $72,976+17.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.10% | 25.46%-7.4pp | 115.61%-97.5pp | 81.02%-62.9pp |
| Employer contribution / active EE | $4,762 | $3,907+21.9% | $5,613-15.2% | $2,440+95.2% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $638 | $7,972-92.0% | $10,844-94.1% | $5,124-87.5% |