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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 | $72,294 | $69,590+3.9% | $136,867-47.2% | $94,015-23.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 13.92% | 19.62%-5.7pp | 42.97%-29.0pp | 17.84%-3.9pp |
| Employer contribution / active EE | $7,141 | $2,396+198.0% | $3,547+101.3% | $2,790+155.9% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,413 | $8,912-39.3% | $10,340-47.7% | $8,951-39.5% |