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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 | $89,259-61.3% | $107,187-67.7% | $82,637-58.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 25.11% | 21.02%+4.1pp | 204.55%-179.4pp | 53.51%-28.4pp |
| Employer contribution / active EE | $16,236 | $3,080+427.1% | $3,782+329.3% | $2,552+536.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,050 | $7,381+9.1% | $9,162-12.1% | $7,339+9.7% |