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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 | $114,688 | $45,050+154.6% | $63,018+82.0% | $70,126+63.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 30.46% | 18.76%+11.7pp | 87.62%-57.2pp | 73.15%-42.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,556 | $2,466+165.9% | $3,330+96.9% | $3,332+96.8% |
| Admin fee / account holder | $3,204 | $2,834+13.0% | $3,601-11.0% | $4,645-31.0% |