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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 | $72,701 | $81,504-10.8% | $102,437-29.0% | $80,959-10.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.09% | 25.60%-14.5pp | 24.95%-13.9pp | 35.67%-24.6pp |
| Employer contribution / active EE | $10,670 | $3,104+243.8% | $3,871+175.7% | $2,757+287.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,082 | $6,719-54.1% | $8,388-63.3% | $6,925-55.5% |