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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 | $59,740 | $53,837+11.0% | $75,717-21.1% | $85,856-30.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 26.67% | 24.54%+2.1pp | 104.58%-77.9pp | 318.58%-291.9pp |
| Employer contribution / active EE | $4,064 | $2,017+101.5% | $2,743+48.2% | $2,565+58.4% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,672 | $3,341+9.9% | $3,619+1.5% | $6,261-41.3% |