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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 | $46,959 | $65,034-27.8% | $90,970-48.4% | $79,856-41.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 47.13% | 30.45%+16.7pp | 134.60%-87.5pp | 31.71%+15.4pp |
| Employer contribution / active EE | $3,094 | $1,247+148.0% | $2,122+45.8% | $2,471+25.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $847 | $4,536-81.3% | $5,961-85.8% | $5,306-84.0% |