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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 | $44,985 | $41,377+8.7% | $109,313-58.8% | $62,881-28.5% |
| Participation rate | 88.9% | 57.5%+31.3pp | 71.3%+17.6pp | 69.3%+19.6pp |
| Annual return | 46.65% | 11.05%+35.6pp | 22.07%+24.6pp | 20.14%+26.5pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,912 | $2,045+140.2% | $3,166+55.1% | $3,203+53.4% |
| Admin fee / account holder | $728 | $2,884-74.8% | $5,666-87.2% | $4,296-83.1% |