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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 | $47,454 | $90,504-47.6% | $78,690-39.7% | $273,965-82.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 38.21% | 75.61%-37.4pp | 62.18%-24.0pp | 41.45%-3.2pp |
| Employer contribution / active EE | $4,499 | $3,176+41.7% | $2,851+57.8% | $4,869-7.6% |
| Participant deferral / active EE | $3,802 | $3,901-2.6% | $3,517+8.1% | $5,287-28.1% |
| Admin fee / account holder | $9,684 | $5,263+84.0% | $4,511+114.7% | $10,132-4.4% |