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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 | $91,523 | $45,050+103.2% | $63,018+45.2% | $70,126+30.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.34% | 18.76%-5.4pp | 87.62%-74.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $6,351 | $2,052+209.5% | $2,761+130.1% | $2,343+171.1% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,059 | $2,834-27.3% | $3,601-42.8% | $4,645-55.7% |