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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 | $78,690-39.2% | $161,489-70.4% | $87,485-45.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 39.18% | 32.74%+6.4pp | 89.72%-50.5pp | 26.06%+13.1pp |
| Employer contribution / active EE | $3,473 | $2,588+34.2% | $4,268-18.6% | $2,596+33.8% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,161 | $6,724-38.1% | $16,006-74.0% | $7,775-46.5% |