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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 | $52,303 | $86,298-39.4% | $111,308-53.0% | $85,847-39.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 224.96% | 19.99%+205.0pp | 54.67%+170.3pp | 318.61%-93.6pp |
| Employer contribution / active EE | $6,033 | $2,044+195.2% | $2,732+120.8% | $2,565+135.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,850 | $8,189-77.4% | $7,965-76.8% | $6,261-70.4% |