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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 | $46,442 | $181,896-74.5% | $156,551-70.3% | $273,972-83.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 110.79% | 30.74%+80.1pp | 32.23%+78.6pp | 41.46%+69.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,050 | $5,550-45.0% | $4,871-37.4% | $5,287-42.3% |
| Admin fee / account holder | $44,416 | $15,560+185.4% | $13,028+240.9% | $10,133+338.3% |