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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 | $27,438 | $76,371-64.1% | $93,621-70.7% | $72,976-62.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 154.70% | 25.82%+128.9pp | 32.76%+121.9pp | 81.02%+73.7pp |
| Employer contribution / active EE | $4,701 | $2,276+106.6% | $2,719+72.9% | $2,440+92.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,273 | $6,839-81.4% | $7,890-83.9% | $5,124-75.2% |