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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 | $47,147 | $87,733-46.3% | $106,554-55.8% | $85,851-45.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 41.68% | 21.86%+19.8pp | 26.80%+14.9pp | 318.63%-277.0pp |
| Employer contribution / active EE | $2,235 | $2,073+7.8% | $2,819-20.7% | $2,565-12.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,447 | $6,767-78.6% | $7,408-80.5% | $6,261-76.9% |