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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 | $75,682 | $98,776-23.4% | $149,745-49.5% | $79,856-5.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 39.77% | 27.38%+12.4pp | 276.72%-236.9pp | 31.71%+8.1pp |
| Employer contribution / active EE | $5,168 | $3,217+60.6% | $4,646+11.2% | $2,471+109.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,232 | $6,053-79.6% | $9,312-86.8% | $5,306-76.8% |