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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 | $43,984 | $65,367-32.7% | $92,915-52.7% | $72,976-39.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 51.26% | 42.11%+9.2pp | 109.45%-58.2pp | 81.02%-29.8pp |
| Employer contribution / active EE | $4,256 | $2,594+64.1% | $3,653+16.5% | $2,440+74.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,115 | $4,251-73.8% | $5,796-80.8% | $5,124-78.2% |