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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 | $65,787 | $45,050+46.0% | $63,018+4.4% | $70,126-6.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.09% | 18.76%-2.7pp | 87.62%-71.5pp | 73.15%-57.1pp |
| Employer contribution / active EE | $5,785 | $2,052+181.9% | $2,761+109.5% | $2,343+146.9% |
| Participant deferral / active EE | $4,485 | $2,466+81.9% | $3,330+34.7% | $3,332+34.6% |
| Admin fee / account holder | $2,628 | $2,834-7.3% | $3,601-27.0% | $4,645-43.4% |