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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 | $58,514 | $50,554+15.7% | $67,681-13.5% | $87,485-33.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 19.06% | 17.81%+1.2pp | 590.58%-571.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,103 | $2,961+38.6% | $3,976+3.2% | $4,274-4.0% |
| Admin fee / account holder | $3,812 | $4,132-7.8% | $6,100-37.5% | $7,775-51.0% |