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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 | $66,414 | $53,837+23.4% | $75,717-12.3% | $85,856-22.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.82% | 24.54%-11.7pp | 104.58%-91.8pp | 318.58%-305.8pp |
| Employer contribution / active EE | $3,022 | $2,017+49.8% | $2,743+10.2% | $2,565+17.8% |
| Participant deferral / active EE | $2,900 | $2,895+0.2% | $3,821-24.1% | $3,952-26.6% |
| Admin fee / account holder | $15,012 | $3,341+349.3% | $3,619+314.8% | $6,261+139.8% |