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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 | $102,437 | $78,670+30.2% | $109,173-6.2% | $85,847+19.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.37% | 25.09%-1.7pp | 25.75%-2.4pp | 318.61%-295.2pp |
| Employer contribution / active EE | $3,467 | $2,734+26.8% | $3,723-6.9% | $2,565+35.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,763 | $5,469-31.2% | $6,755-44.3% | $6,261-39.9% |