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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 | $45,261 | $66,402-31.8% | $109,907-58.8% | $85,847-47.3% |
| Participation rate | 97.9% | 63.9%+34.0pp | 74.2%+23.6pp | 69.3%+28.6pp |
| Annual return | 37.91% | 19.59%+18.3pp | 29.46%+8.4pp | 318.61%-280.7pp |
| Employer contribution / active EE | $2,298 | $1,687+36.2% | $2,844-19.2% | $2,565-10.4% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $809 | $4,557-82.3% | $6,069-86.7% | $6,261-87.1% |