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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 | $27,793 | $98,776-71.9% | $149,745-81.4% | $79,856-65.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 28.44% | 27.38%+1.1pp | 276.72%-248.3pp | 31.71%-3.3pp |
| Employer contribution / active EE | $10,073 | $3,217+213.1% | $4,646+116.8% | $2,471+307.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,463 | $6,053-26.3% | $9,312-52.1% | $5,306-15.9% |