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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 | $49,265 | $101,795-51.6% | $165,100-70.2% | $80,959-39.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 15.54% | 16.73%-1.2pp | 70.21%-54.7pp | 35.67%-20.1pp |
| Employer contribution / active EE | $10,807 | $2,954+265.9% | $4,348+148.5% | $2,757+291.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,811 | $8,221-29.3% | $12,696-54.2% | $6,925-16.1% |