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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 | $56,596 | $45,050+25.6% | $63,018-10.2% | $70,126-19.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.16% | 18.76%-5.6pp | 87.62%-74.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,013 | $2,052-1.9% | $2,761-27.1% | $2,343-14.1% |
| Participant deferral / active EE | $3,764 | $2,466+52.7% | $3,330+13.0% | $3,332+13.0% |
| Admin fee / account holder | $14,638 | $2,834+416.5% | $3,601+306.5% | $4,645+215.1% |