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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 | $88,223 | $62,672+40.8% | $185,117-52.3% | $70,126+25.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 18.58% | 40.79%-22.2pp | 40.50%-21.9pp | 73.15%-54.6pp |
| Employer contribution / active EE | $4,842 | $1,753+176.2% | $4,182+15.8% | $2,343+106.7% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,434 | $3,932-38.1% | $8,159-70.2% | $4,645-47.6% |