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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 | $100,029 | $69,977+42.9% | $108,582-7.9% | $62,881+59.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 24.67% | 10.73%+13.9pp | -51.70%+76.4pp | 20.14%+4.5pp |
| Employer contribution / active EE | $4,688 | $2,135+119.6% | $3,758+24.7% | $2,281+105.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,485 | $5,076-51.1% | $7,645-67.5% | $4,296-42.2% |