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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 | $70,389 | $57,590+22.2% | $86,233-18.4% | $82,448-14.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 19.04% | 22.41%-3.4pp | 61.39%-42.3pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,887 | $1,655+14.0% | $2,504-24.7% | $2,551-26.0% |
| Participant deferral / active EE | $2,500 | $3,080-18.8% | $4,559-45.2% | $4,139-39.6% |
| Admin fee / account holder | $16,405 | $4,730+246.8% | $8,342+96.6% | $7,234+126.8% |