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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 | $24,104 | $53,128-54.6% | $86,582-72.2% | $70,126-65.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 22.63% | 27.66%-5.0pp | 965.08%-942.5pp | 73.15%-50.5pp |
| Employer contribution / active EE | $5,829 | $2,068+181.9% | $2,839+105.3% | $2,343+148.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,427 | $3,584-32.3% | $4,904-50.5% | $4,645-47.8% |