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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 | $37,922 | $121,677-68.8% | $104,625-63.8% | $158,966-76.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.41% | 465.58%-450.2pp | 340.60%-325.2pp | 302.95%-287.5pp |
| Employer contribution / active EE | $15,909 | $3,165+402.7% | $2,681+493.3% | $4,762+234.1% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,179 | $7,777-46.3% | $6,465-35.4% | $11,250-62.9% |