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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 | $90,353 | $48,078+87.9% | $78,676+14.8% | $62,881+43.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.74% | 31.36%-26.6pp | 62.19%-57.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $8,511 | $2,015+322.5% | $2,850+198.6% | $2,281+273.1% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,998 | $3,206-6.5% | $4,510-33.5% | $4,296-30.2% |