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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 | $38,923 | $100,805-61.4% | $86,698-55.1% | $134,532-71.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 42.97% | 29.09%+13.9pp | 35.95%+7.0pp | 418.27%-375.3pp |
| Employer contribution / active EE | $7,273 | $3,490+108.4% | $2,837+156.4% | $4,741+53.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,508 | $10,925-67.9% | $7,493-53.2% | $11,429-69.3% |