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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 | $69,985 | $55,457+26.2% | $77,361-9.5% | $94,015-25.6% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.77% | 15.57%-3.8pp | 1011.54%-999.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,533 | $3,069+47.7% | $3,911+15.9% | $4,249+6.7% |
| Admin fee / account holder | $2,269 | $4,334-47.7% | $5,894-61.5% | $8,951-74.7% |