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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 | $42,097 | $98,760-57.4% | $149,710-71.9% | $79,860-47.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 40.05% | 27.43%+12.6pp | 276.63%-236.6pp | 31.72%+8.3pp |
| Employer contribution / active EE | $5,568 | $3,217+73.1% | $4,645+19.9% | $2,471+125.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,628 | $6,053-56.6% | $9,309-71.8% | $5,306-50.5% |