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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 | $51,911 | $91,559-43.3% | $133,978-61.3% | $79,856-35.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.43% | 61.85%-47.4pp | 45.10%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $4,123 | $2,384+73.0% | $3,919+5.2% | $2,471+66.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,154 | $6,321-65.9% | $8,930-75.9% | $5,306-59.4% |