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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 | $89,636 | $86,949+3.1% | $102,460-12.5% | $80,959+10.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.02% | 18.89%-7.9pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $10,469 | $2,370+341.8% | $3,025+246.1% | $2,757+279.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,369 | $8,048-45.7% | $9,460-53.8% | $6,925-36.9% |