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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 | $55,135 | $72,177-23.6% | $115,038-52.1% | $59,633-7.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 32.97% | 12.02%+20.9pp | 26.14%+6.8pp | 2041.45%-2008.5pp |
| Employer contribution / active EE | $4,950 | $2,841+74.2% | $4,608+7.4% | $2,203+124.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,811 | $4,927-63.2% | $8,175-77.8% | $4,297-57.9% |