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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 | $52,284 | $53,128-1.6% | $86,582-39.6% | $70,126-25.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.51% | 27.66%-11.2pp | 965.08%-948.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $5,231 | $2,068+153.0% | $2,839+84.2% | $2,343+123.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,144 | $3,584-40.2% | $4,904-56.3% | $4,645-53.8% |