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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 | $59,559 | $45,050+32.2% | $63,018-5.5% | $70,126-15.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.48% | 18.76%-4.3pp | 87.62%-73.1pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,102 | $2,052+2.4% | $2,761-23.9% | $2,343-10.3% |
| Participant deferral / active EE | $2,028 | $2,466-17.7% | $3,330-39.1% | $3,332-39.1% |
| Admin fee / account holder | $1,049 | $2,834-63.0% | $3,601-70.9% | $4,645-77.4% |