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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 | $58,005 | $45,050+28.8% | $63,018-8.0% | $70,126-17.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.39% | 18.76%-4.4pp | 87.62%-73.2pp | 73.15%-58.8pp |
| Employer contribution / active EE | $3,965 | $2,052+93.2% | $2,761+43.6% | $2,343+69.3% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,700 | $2,834-40.0% | $3,601-52.8% | $4,645-63.4% |