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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 | $43,033 | $91,559-53.0% | $133,959-67.9% | $79,858-46.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 23.57% | 61.85%-38.3pp | 45.09%-21.5pp | 31.72%-8.2pp |
| Employer contribution / active EE | $13,929 | $2,384+484.3% | $3,919+255.5% | $2,471+463.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,361 | $6,321-15.2% | $8,928-40.0% | $5,306+1.0% |