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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 | $66,136 | $45,050+46.8% | $63,018+4.9% | $70,126-5.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.46% | 18.76%-4.3pp | 87.62%-73.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,317 | $2,052-35.8% | $2,761-52.3% | $2,343-43.8% |
| Participant deferral / active EE | $3,834 | $2,466+55.5% | $3,330+15.1% | $3,332+15.1% |
| Admin fee / account holder | $9,393 | $2,834+231.4% | $3,601+160.9% | $4,645+102.2% |