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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 | $57,283 | $45,050+27.2% | $63,018-9.1% | $70,126-18.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.61% | 18.76%-6.2pp | 87.62%-75.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,326 | $2,052-35.4% | $2,761-52.0% | $2,343-43.4% |
| Participant deferral / active EE | $4,510 | $2,466+82.9% | $3,330+35.4% | $3,332+35.3% |
| Admin fee / account holder | $6,370 | $2,834+124.8% | $3,601+76.9% | $4,645+37.1% |