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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 | $69,515 | $55,457+25.3% | $77,361-10.1% | $94,015-26.1% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 14.37% | 15.57%-1.2pp | 1011.54%-997.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $2,064 | $2,255-8.4% | $2,990-31.0% | $2,790-26.0% |
| Participant deferral / active EE | $1,654 | $3,069-46.1% | $3,911-57.7% | $4,249-61.1% |
| Admin fee / account holder | $1,554 | $4,334-64.1% | $5,894-73.6% | $8,951-82.6% |