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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 | $77,552 | $93,064-16.7% | $74,577+4.0% | $273,972-71.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.81% | 26.18%-16.4pp | 20.47%-10.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,781 | $3,160+19.7% | $2,525+49.7% | $4,869-22.3% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $545 | $5,273-89.7% | $4,138-86.8% | $10,133-94.6% |