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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 | $138,960 | $88,707+56.7% | $74,184+87.3% | $273,972-49.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 47.90% | 11.94%+36.0pp | 17.74%+30.2pp | 41.46%+6.4pp |
| Employer contribution / active EE | $1,864 | $3,159-41.0% | $2,370-21.4% | $4,869-61.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,488 | $8,717-82.9% | $5,586-73.4% | $10,133-85.3% |