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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 | $59,562 | $72,486-17.8% | $87,103-31.6% | $72,976-18.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 43.37% | 24.46%+18.9pp | 28.19%+15.2pp | 81.02%-37.6pp |
| Employer contribution / active EE | $4,055 | $1,894+114.1% | $2,521+60.8% | $2,440+66.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,147 | $5,055-57.5% | $7,491-71.3% | $5,124-58.1% |