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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 | $96,141 | $58,099+65.5% | $76,902+25.0% | $75,177+27.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.18% | 26.71%-7.5pp | 37.91%-18.7pp | 160.75%-141.6pp |
| Employer contribution / active EE | $1,866 | $1,996-6.5% | $2,534-26.4% | $2,671-30.1% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,287 | $4,778-73.1% | $5,479-76.5% | $5,651-77.2% |