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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 | $69,350 | $76,551-9.4% | $123,894-44.0% | $62,881+10.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 21.51% | 18.68%+2.8pp | 47.52%-26.0pp | 20.14%+1.4pp |
| Employer contribution / active EE | $9,123 | $2,882+216.5% | $4,617+97.6% | $2,281+300.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,371 | $4,826-9.4% | $8,357-47.7% | $4,296+1.7% |