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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 | $44,390 | $77,638-42.8% | $156,551-71.6% | $62,881-29.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 36.98% | 50.33%-13.3pp | 32.23%+4.8pp | 20.14%+16.8pp |
| Employer contribution / active EE | $12,025 | $3,444+249.2% | $5,501+118.6% | $2,281+427.2% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,318 | $5,561+49.6% | $13,028-36.2% | $4,296+93.6% |