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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 | $54,942 | $58,851-6.6% | $115,167-52.3% | $72,976-24.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 21.99% | 23.16%-1.2pp | 35.60%-13.6pp | 81.02%-59.0pp |
| Employer contribution / active EE | $4,321 | $1,798+140.4% | $3,179+35.9% | $2,440+77.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,672 | $6,370-73.8% | $7,089-76.4% | $5,124-67.4% |