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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 | $100,522 | $65,367+53.8% | $92,915+8.2% | $72,976+37.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.19% | 42.11%-22.9pp | 109.45%-90.3pp | 81.02%-61.8pp |
| Employer contribution / active EE | $3,125 | $2,594+20.5% | $3,653-14.5% | $2,440+28.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,960 | $4,251-30.4% | $5,796-48.9% | $5,124-42.2% |