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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 | $71,597 | $77,817-8.0% | $123,553-42.1% | $64,173+11.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 13.87% | 12.49%+1.4pp | 119.21%-105.3pp | 7.63%+6.2pp |
| Employer contribution / active EE | $5,939 | $3,014+97.1% | $4,628+28.3% | $2,381+149.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,780 | $5,519+95.3% | $9,284+16.1% | $4,887+120.6% |