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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 | $81,417 | $45,043+80.8% | $63,005+29.2% | $70,124+16.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.91% | 18.76%+0.2pp | 87.59%-68.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $3,149 | $2,052+53.4% | $2,760+14.1% | $2,342+34.4% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,813 | $2,833+69.9% | $3,599+33.7% | $4,645+3.6% |