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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 | $85,792 | $45,087+90.3% | $69,483+23.5% | $72,976+17.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 24.12% | 22.67%+1.5pp | 28.99%-4.9pp | 81.02%-56.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,393 | $2,603-8.1% | $3,537-32.3% | $3,608-33.7% |
| Admin fee / account holder | $2,571 | $3,057-15.9% | $3,841-33.1% | $5,124-49.8% |