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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 | $78,635 | $51,604+52.4% | $129,295-39.2% | $80,874-2.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 12.38% | 20.76%-8.4pp | 9429.28%-9416.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $3,868 | $1,585+144.1% | $4,157-6.9% | $2,756+40.4% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,790 | $4,310+34.4% | $7,665-24.5% | $6,935-16.5% |