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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 | $47,362 | $86,288-45.1% | $111,306-57.4% | $85,851-44.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 24.24% | 19.99%+4.3pp | 54.67%-30.4pp | 318.63%-294.4pp |
| Employer contribution / active EE | $10,615 | $2,044+419.4% | $2,732+288.6% | $2,565+313.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,404 | $8,189-82.9% | $7,966-82.4% | $6,261-77.6% |