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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 | $100,508 | $45,050+123.1% | $63,018+59.5% | $70,126+43.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.57% | 18.76%-3.2pp | 87.62%-72.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $9,892 | $2,052+382.1% | $2,761+258.3% | $2,343+322.3% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,367 | $2,834+54.1% | $3,601+21.3% | $4,645-6.0% |