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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 | $45,041+25.7% | $63,003-10.2% | $70,131-19.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.16% | 18.76%-5.6pp | 87.59%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,013 | $2,052-1.9% | $2,760-27.1% | $2,342-14.1% |
| Participant deferral / active EE | $3,764 | $2,465+52.7% | $3,329+13.1% | $3,332+13.0% |
| Admin fee / account holder | $14,638 | $2,836+416.2% | $3,600+306.6% | $4,645+215.1% |