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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 | $97,369 | $87,225+11.6% | $158,226-38.5% | $94,015+3.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 74.8%+25.2pp | 70.8%+29.2pp |
| Annual return | 17.27% | 16.34%+0.9pp | 501.41%-484.1pp | 17.84%-0.6pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,282 | $3,405+25.7% | $4,317-0.8% | $4,249+0.8% |
| Admin fee / account holder | $20,276 | $7,888+157.0% | $10,217+98.5% | $8,951+126.5% |