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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 | $103,086 | $48,053+114.5% | $84,628+21.8% | $72,975+41.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 21.90% | 37.39%-15.5pp | 258.80%-236.9pp | 81.01%-59.1pp |
| Employer contribution / active EE | $3,448 | $1,602+115.3% | $2,653+30.0% | $2,440+41.3% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,219 | $3,395-5.2% | $4,914-34.5% | $5,124-37.2% |