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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 | $58,258 | $45,050+29.3% | $63,018-7.6% | $70,126-16.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.79% | 18.76%-7.0pp | 87.62%-75.8pp | 73.15%-61.4pp |
| Employer contribution / active EE | $3,464 | $2,052+68.8% | $2,761+25.5% | $2,343+47.9% |
| Participant deferral / active EE | $3,464 | $2,466+40.5% | $3,330+4.0% | $3,332+4.0% |
| Admin fee / account holder | $1,539 | $2,834-45.7% | $3,601-57.3% | $4,645-66.9% |