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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 | $117,280 | $53,837+117.8% | $75,714+54.9% | $85,847+36.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 24.19% | 24.54%-0.3pp | 104.62%-80.4pp | 318.61%-294.4pp |
| Employer contribution / active EE | $1,426 | $2,017-29.3% | $2,744-48.0% | $2,565-44.4% |
| Participant deferral / active EE | $1,337 | $2,895-53.8% | $3,820-65.0% | $3,952-66.2% |
| Admin fee / account holder | $2,110 | $3,339-36.8% | $3,619-41.7% | $6,261-66.3% |