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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 | $48,159 | $58,311-17.4% | $81,882-41.2% | $80,959-40.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 19.50% | 41.85%-22.3pp | 779.47%-760.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $4,801 | $2,347+104.6% | $2,916+64.6% | $2,757+74.1% |
| Participant deferral / active EE | $11,314 | $3,287+244.2% | $4,323+161.7% | $4,300+163.1% |
| Admin fee / account holder | $4,397 | $4,752-7.5% | $7,360-40.3% | $6,925-36.5% |