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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 | $34,572 | $88,672-61.0% | $105,223-67.1% | $82,448-58.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 25.11% | 30.86%-5.7pp | 180.65%-155.5pp | 41.64%-16.5pp |
| Employer contribution / active EE | $16,236 | $3,048+432.7% | $3,689+340.2% | $2,551+536.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,050 | $7,146+12.7% | $8,859-9.1% | $7,234+11.3% |