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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 | $45,006 | $91,198-50.6% | $178,503-74.8% | $79,856-43.6% |
| Participation rate | 86.4% | 69.2%+17.1pp | 81.9%+4.4pp | 69.6%+16.7pp |
| Annual return | 44.65% | 24.20%+20.5pp | 151.12%-106.5pp | 31.71%+12.9pp |
| Employer contribution / active EE | $6,038 | $3,257+85.4% | $5,011+20.5% | $2,471+144.3% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,926 | $6,748-41.8% | $13,987-71.9% | $5,306-26.0% |