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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 | $49,677 | $53,837-7.7% | $75,717-34.4% | $85,856-42.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 31.91% | 24.54%+7.4pp | 104.58%-72.7pp | 318.58%-286.7pp |
| Employer contribution / active EE | $6,254 | $2,017+210.0% | $2,743+128.0% | $2,565+143.8% |
| Participant deferral / active EE | $3,947 | $2,895+36.3% | $3,821+3.3% | $3,952-0.1% |
| Admin fee / account holder | $3,452 | $3,341+3.3% | $3,619-4.6% | $6,261-44.9% |