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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 | $63,584 | $45,041+41.2% | $63,003+0.9% | $70,131-9.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.23% | 18.76%-1.5pp | 87.59%-70.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,819 | $2,465+54.9% | $3,329+14.7% | $3,332+14.6% |
| Admin fee / account holder | $3,054 | $2,836+7.7% | $3,600-15.2% | $4,645-34.3% |