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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 | $145,074 | $83,485+73.8% | $125,192+15.9% | $72,975+98.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.09% | 25.77%-4.7pp | 43.79%-22.7pp | 81.01%-59.9pp |
| Employer contribution / active EE | $2,525 | $2,346+7.7% | $3,866-34.7% | $2,440+3.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,031 | $5,518-63.2% | $9,704-79.1% | $5,124-60.4% |