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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 | $41,678 | $43,075-3.2% | $74,577-44.1% | $62,881-33.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 51.06% | 17.50%+33.6pp | 20.47%+30.6pp | 20.14%+30.9pp |
| Employer contribution / active EE | $2,630 | $1,498+75.6% | $2,525+4.1% | $2,281+15.3% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,048 | $2,840-63.1% | $4,138-74.7% | $4,296-75.6% |