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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 | $74,470 | $45,043+65.3% | $63,005+18.2% | $70,124+6.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.02% | 18.76%-3.7pp | 87.59%-72.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,844 | $2,052+87.3% | $2,760+39.3% | $2,342+64.1% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,545 | $2,833-45.5% | $3,599-57.1% | $4,645-66.7% |