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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 | $68,148 | $40,264+69.3% | $57,349+18.8% | $59,633+14.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 10.56% | 27.51%-17.0pp | 24.40%-13.8pp | 2041.40%-2030.8pp |
| Employer contribution / active EE | $3,023 | $1,922+57.3% | $2,689+12.4% | $2,203+37.3% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,975 | $2,819+182.9% | $3,356+137.6% | $4,297+85.6% |