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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 | $111,345 | $78,670+41.5% | $109,173+2.0% | $85,847+29.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 20.50% | 25.09%-4.6pp | 25.75%-5.3pp | 318.61%-298.1pp |
| Employer contribution / active EE | $2,966 | $2,734+8.5% | $3,723-20.3% | $2,565+15.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,313 | $5,469-57.7% | $6,755-65.8% | $6,261-63.1% |