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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 | $39,456 | $227,399-82.6% | $189,758-79.2% | $198,609-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.40% | 61.03%-55.6pp | 52.62%-47.2pp | 202.70%-197.3pp |
| Employer contribution / active EE | $7,650 | $5,526+38.4% | $4,767+60.5% | $5,055+51.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,267 | $25,162-95.0% | $20,388-93.8% | $19,030-93.3% |