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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 | $50,615 | $82,032-38.3% | $123,104-58.9% | $59,632-15.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 37.17% | 5.12%+32.1pp | 13.22%+24.0pp | 2041.32%-2004.1pp |
| Employer contribution / active EE | $4,103 | $3,297+24.4% | $5,151-20.4% | $2,203+86.3% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,365 | $5,881-59.8% | $9,015-73.8% | $4,297-45.0% |