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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 | $51,818 | $57,828-10.4% | $117,039-55.7% | $70,126-26.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 14.94% | 17.55%-2.6pp | 18.95%-4.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $9,281 | $1,816+411.1% | $3,785+145.2% | $2,343+296.2% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,756 | $3,548-50.5% | $5,974-70.6% | $4,645-62.2% |