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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 | $61,127 | $45,045+35.7% | $63,018-3.0% | $70,126-12.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.50% | 18.76%-3.3pp | 87.63%-72.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,650 | $2,052-19.6% | $2,761-40.2% | $2,343-29.6% |
| Participant deferral / active EE | $1,650 | $2,466-33.1% | $3,330-50.5% | $3,332-50.5% |
| Admin fee / account holder | $1,504 | $2,834-46.9% | $3,601-58.2% | $4,646-67.6% |