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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 | $63,937 | $56,110+14.0% | $94,993-32.7% | $70,126-8.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 24.25% | 51.02%-26.8pp | 27.14%-2.9pp | 73.15%-48.9pp |
| Employer contribution / active EE | $7,097 | $1,442+392.1% | $2,603+172.6% | $2,343+203.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,373 | $3,456-31.3% | $4,960-52.2% | $4,645-48.9% |