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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 | $73,036 | $81,504-10.4% | $102,437-28.7% | $80,959-9.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.94% | 25.60%-12.7pp | 24.95%-12.0pp | 35.67%-22.7pp |
| Employer contribution / active EE | $11,698 | $3,104+276.9% | $3,871+202.2% | $2,757+324.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,247 | $6,719-81.4% | $8,388-85.1% | $6,925-82.0% |