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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 | $47,848 | $76,407-37.4% | $150,298-68.2% | $82,448-42.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 39.18% | 39.99%-0.8pp | 62.79%-23.6pp | 41.64%-2.5pp |
| Employer contribution / active EE | $3,473 | $2,614+32.9% | $4,154-16.4% | $2,551+36.2% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,161 | $6,352-34.5% | $14,116-70.5% | $7,234-42.5% |