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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 | $60,017 | $50,554+18.7% | $67,681-11.3% | $87,485-31.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 16.19% | 17.81%-1.6pp | 590.58%-574.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,691 | $2,961-42.9% | $3,976-57.5% | $4,274-60.4% |
| Admin fee / account holder | $4,366 | $4,132+5.6% | $6,100-28.4% | $7,775-43.8% |