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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 | $66,655 | $48,337+37.9% | $67,560-1.3% | $80,959-17.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 16.57% | 18.26%-1.7pp | 3533.50%-3516.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,531 | $2,928-13.6% | $4,004-36.8% | $4,300-41.1% |
| Admin fee / account holder | $2,037 | $3,695-44.9% | $3,994-49.0% | $6,925-70.6% |