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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 | $50,554+37.5% | $67,681+2.7% | $87,485-20.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 14.37% | 17.81%-3.4pp | 590.58%-576.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,064 | $1,988+3.8% | $2,678-22.9% | $2,596-20.5% |
| Participant deferral / active EE | $1,654 | $2,961-44.1% | $3,976-58.4% | $4,274-61.3% |
| Admin fee / account holder | $1,554 | $4,132-62.4% | $6,100-74.5% | $7,775-80.0% |