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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 | $62,670 | $55,457+13.0% | $77,361-19.0% | $94,015-33.3% |
| Participation rate | 97.8% | 69.8%+28.0pp | 75.0%+22.9pp | 70.8%+27.0pp |
| Annual return | 10.70% | 15.57%-4.9pp | 1011.54%-1000.8pp | 17.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,777 | $3,069-42.1% | $3,911-54.6% | $4,249-58.2% |
| Admin fee / account holder | $1,136 | $4,334-73.8% | $5,894-80.7% | $8,951-87.3% |