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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 | $71,887 | $45,050+59.6% | $63,018+14.1% | $70,126+2.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.43% | 18.76%-1.3pp | 87.62%-70.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,830 | $2,052-10.8% | $2,761-33.7% | $2,343-21.9% |
| Participant deferral / active EE | $3,375 | $2,466+36.9% | $3,330+1.4% | $3,332+1.3% |
| Admin fee / account holder | $14,002 | $2,834+394.1% | $3,601+288.9% | $4,645+201.4% |