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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 | $72,125 | $61,125+18.0% | $94,057-23.3% | $87,485-17.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.45% | 35.20%-20.7pp | 480.62%-466.2pp | 26.06%-11.6pp |
| Employer contribution / active EE | $6,536 | $2,136+205.9% | $2,933+122.8% | $2,596+151.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,881 | $5,629-66.6% | $7,244-74.0% | $7,775-75.8% |