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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 | $81,457-10.3% | $103,378-29.4% | $80,911-9.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.94% | 25.58%-12.6pp | 24.91%-12.0pp | 35.63%-22.7pp |
| Employer contribution / active EE | $11,698 | $3,107+276.5% | $3,870+202.3% | $2,756+324.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,247 | $6,717-81.4% | $8,401-85.2% | $6,935-82.0% |