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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 | $62,612 | $53,837+16.3% | $75,714-17.3% | $85,847-27.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.02% | 24.54%-6.5pp | 104.62%-86.6pp | 318.61%-300.6pp |
| Employer contribution / active EE | $6,995 | $2,017+246.7% | $2,744+155.0% | $2,565+172.7% |
| Participant deferral / active EE | $5,867 | $2,895+102.6% | $3,820+53.6% | $3,952+48.4% |
| Admin fee / account holder | $6,709 | $3,339+100.9% | $3,619+85.4% | $6,261+7.2% |