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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 | $72,226 | $52,580+37.4% | $71,671+0.8% | $70,126+3.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 20.47% | 20.25%+0.2pp | 20.65%-0.2pp | 73.15%-52.7pp |
| Employer contribution / active EE | $6,054 | $1,616+274.7% | $2,460+146.1% | $2,343+158.4% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,071 | $3,653-43.3% | $5,558-62.7% | $4,645-55.4% |