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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 | $47,169 | $85,171-44.6% | $172,753-72.7% | $72,976-35.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.59% | 27.32%-7.7pp | 803.00%-783.4pp | 81.02%-61.4pp |
| Employer contribution / active EE | $4,409 | $3,324+32.6% | $5,144-14.3% | $2,440+80.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $749 | $5,880-87.3% | $13,956-94.6% | $5,124-85.4% |