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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 | $52,917 | $65,367-19.0% | $92,915-43.0% | $72,976-27.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 47.86% | 42.11%+5.7pp | 109.45%-61.6pp | 81.02%-33.2pp |
| Employer contribution / active EE | $1,291 | $2,594-50.2% | $3,653-64.7% | $2,440-47.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,042 | $4,251-75.5% | $5,796-82.0% | $5,124-79.7% |