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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 | $46,906 | $185,883-74.8% | $170,043-72.4% | $139,466-66.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.63% | 60.54%-45.9pp | 53.40%-38.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,987 | $7,596-60.7% | $6,790-56.0% | $4,754-37.2% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $22,239 | $15,393+44.5% | $12,824+73.4% | $11,409+94.9% |