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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 | $49,876 | $89,364-44.2% | $141,177-64.7% | $72,983-31.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.83% | 111.86%-90.0pp | 71.40%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $4,828 | $3,115+55.0% | $4,736+1.9% | $2,440+97.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,997 | $5,959-16.1% | $10,263-51.3% | $5,124-2.5% |