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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 | $64,235 | $45,050+42.6% | $63,018+1.9% | $70,126-8.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.12% | 18.76%-6.6pp | 87.62%-75.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,213 | $2,052-40.9% | $2,761-56.0% | $2,343-48.2% |
| Participant deferral / active EE | $2,259 | $2,466-8.4% | $3,330-32.2% | $3,332-32.2% |
| Admin fee / account holder | $11,188 | $2,834+294.8% | $3,601+210.7% | $4,645+140.8% |