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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 | $48,191 | $45,050+7.0% | $63,018-23.5% | $70,126-31.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.59% | 18.76%-4.2pp | 87.62%-73.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $4,978 | $2,052+142.6% | $2,761+80.3% | $2,343+112.5% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,664 | $2,834+29.3% | $3,601+1.8% | $4,645-21.1% |