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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 | $68,803 | $118,488-41.9% | $98,462-30.1% | $139,487-50.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 51.31% | 18.96%+32.3pp | 21.17%+30.1pp | 373.84%-322.5pp |
| Employer contribution / active EE | $6,747 | $3,611+86.9% | $3,049+121.3% | $4,755+41.9% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,032 | $13,868-70.9% | $8,875-54.6% | $11,407-64.7% |