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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 | $42,360 | $45,050-6.0% | $63,018-32.8% | $70,126-39.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.20% | 18.76%-4.6pp | 87.62%-73.4pp | 73.15%-59.0pp |
| Employer contribution / active EE | $4,412 | $2,052+115.0% | $2,761+59.8% | $2,343+88.3% |
| Participant deferral / active EE | $4,816 | $2,466+95.3% | $3,330+44.6% | $3,332+44.5% |
| Admin fee / account holder | $1,211 | $2,834-57.3% | $3,601-66.4% | $4,645-73.9% |