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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 | $74,229 | $50,554+46.8% | $67,681+9.7% | $87,485-15.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.82% | 17.81%-7.0pp | 590.58%-579.8pp | 26.06%-15.2pp |
| Employer contribution / active EE | $3,209 | $1,988+61.4% | $2,678+19.8% | $2,596+23.6% |
| Participant deferral / active EE | $3,209 | $2,961+8.4% | $3,976-19.3% | $4,274-24.9% |
| Admin fee / account holder | $1,786 | $4,132-56.8% | $6,100-70.7% | $7,775-77.0% |