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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 | $66,768 | $48,364+38.1% | $71,796-7.0% | $62,881+6.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 17.25% | 13.16%+4.1pp | 78.04%-60.8pp | 20.14%-2.9pp |
| Employer contribution / active EE | $2,258 | $1,042+116.7% | $1,924+17.3% | $2,281-1.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,705 | $3,771+183.9% | $4,815+122.3% | $4,296+149.2% |