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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 | $48,044 | $49,239-2.4% | $70,462-31.8% | $79,858-39.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 117.49% | 30.08%+87.4pp | 109.08%+8.4pp | 31.72%+85.8pp |
| Employer contribution / active EE | $543 | $2,100-74.2% | $2,737-80.2% | $2,471-78.0% |
| Participant deferral / active EE | $2,133 | $2,769-23.0% | $3,710-42.5% | $3,740-43.0% |
| Admin fee / account holder | $4,398 | $2,876+52.9% | $3,845+14.4% | $5,306-17.1% |