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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 | $77,814-38.5% | $158,223-69.8% | $86,983-45.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 39.18% | 30.54%+8.6pp | 52.09%-12.9pp | 25.83%+13.3pp |
| Employer contribution / active EE | $3,473 | $2,592+34.0% | $4,109-15.5% | $2,584+34.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,161 | $5,879-29.2% | $16,047-74.1% | $7,856-47.0% |