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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 | $64,915 | $64,9200% | $103,693-37.4% | $86,983-25.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 12.05% | 30.29%-18.2pp | 47.61%-35.6pp | 25.83%-13.8pp |
| Employer contribution / active EE | $4,425 | $2,141+106.7% | $2,920+51.5% | $2,584+71.2% |
| Participant deferral / active EE | $3,269 | $3,241+0.9% | $4,579-28.6% | $4,194-22.0% |
| Admin fee / account holder | $2,894 | $6,191-53.3% | $7,858-63.2% | $7,856-63.2% |