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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 | $109,139 | $72,273+51.0% | $101,275+7.8% | $79,856+36.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 56.80% | 22.30%+34.5pp | 46.48%+10.3pp | 31.71%+25.1pp |
| Employer contribution / active EE | $2,686 | $2,691-0.2% | $3,660-26.6% | $2,471+8.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $570 | $4,401-87.0% | $5,948-90.4% | $5,306-89.3% |