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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 | $35,227 | $81,208-56.6% | $98,920-64.4% | $79,856-55.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 35.78% | 60.99%-25.2pp | 196.47%-160.7pp | 31.71%+4.1pp |
| Employer contribution / active EE | $3,623 | $1,960+84.9% | $2,689+34.7% | $2,471+46.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,793 | $6,013-53.5% | $6,643-58.0% | $5,306-47.4% |