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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 | $47,257 | $101,063-53.2% | $81,473-42.0% | $147,585-68.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 33.41% | 32.41%+1.0pp | 38.78%-5.4pp | 578.58%-545.2pp |
| Employer contribution / active EE | $3,500 | $3,206+9.2% | $2,568+36.3% | $4,876-28.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $461 | $5,812-92.1% | $4,561-89.9% | $10,886-95.8% |