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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 | $121,762 | $138,385-12.0% | $184,200-33.9% | $80,874+50.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.73% | 20.02%-5.3pp | 28.80%-14.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $5,964 | $4,849+23.0% | $6,424-7.2% | $2,756+116.4% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,578 | $10,483-56.3% | $13,907-67.1% | $6,935-34.0% |