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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 | $55,821 | $72,273-22.8% | $101,275-44.9% | $79,856-30.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.59% | 22.30%+0.3pp | 46.48%-23.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $6,849 | $2,691+154.5% | $3,660+87.1% | $2,471+177.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,688 | $4,401-38.9% | $5,948-54.8% | $5,306-49.4% |