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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 | $117,141 | $52,279+124.1% | $89,414+31.0% | $79,852+46.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 13.51% | 22.16%-8.7pp | 245.50%-232.0pp | 31.72%-18.2pp |
| Employer contribution / active EE | $3,333 | $1,572+112.1% | $2,586+28.9% | $2,471+34.9% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,253 | $3,356-3.1% | $4,883-33.4% | $5,306-38.7% |