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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 | $87,195 | $45,041+93.6% | $63,003+38.4% | $70,131+24.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.88% | 18.76%-5.9pp | 87.59%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $4,238 | $2,052+106.5% | $2,760+53.5% | $2,342+80.9% |
| Participant deferral / active EE | $2,469 | $2,465+0.2% | $3,329-25.8% | $3,332-25.9% |
| Admin fee / account holder | $2,564 | $2,836-9.6% | $3,600-28.8% | $4,645-44.8% |