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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 | $49,299 | $80,983-39.1% | $96,544-48.9% | $75,177-34.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 36.09% | 27.05%+9.0pp | 25.88%+10.2pp | 160.75%-124.7pp |
| Employer contribution / active EE | $4,921 | $2,282+115.6% | $2,966+65.9% | $2,671+84.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,222 | $6,717-81.8% | $8,254-85.2% | $5,651-78.4% |