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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 | $86,050-44.4% | $189,758-74.8% | $94,015-49.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 39.18% | 17.77%+21.4pp | 52.62%-13.4pp | 17.84%+21.3pp |
| Employer contribution / active EE | $3,473 | $2,819+23.2% | $4,767-27.1% | $2,790+24.5% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,161 | $6,627-37.2% | $20,388-79.6% | $8,951-53.5% |