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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 | $52,008 | $70,486-26.2% | $100,528-48.3% | $79,852-34.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 34.84% | 21.90%+12.9pp | 30.90%+3.9pp | 31.72%+3.1pp |
| Employer contribution / active EE | $14,989 | $2,165+592.5% | $3,419+338.4% | $2,471+506.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,333 | $4,480-70.2% | $8,084-83.5% | $5,306-74.9% |