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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 | $37,552 | $53,128-29.3% | $86,582-56.6% | $70,126-46.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.78% | 27.66%-9.9pp | 965.08%-947.3pp | 73.15%-55.4pp |
| Employer contribution / active EE | $4,754 | $2,068+129.9% | $2,839+67.4% | $2,343+103.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,081 | $3,584-69.8% | $4,904-78.0% | $4,645-76.7% |