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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 | $87,088 | $93,586-6.9% | $135,925-35.9% | $75,173+15.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.07% | 30.90%-5.8pp | 68.25%-43.2pp | 160.65%-135.6pp |
| Employer contribution / active EE | $7,273 | $3,537+105.6% | $4,857+49.7% | $2,670+172.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,002 | $6,977-71.3% | $10,764-81.4% | $5,651-64.6% |