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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 | $29,518 | $101,063-70.8% | $81,473-63.8% | $147,586-80.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 43.12% | 32.41%+10.7pp | 38.78%+4.3pp | 578.59%-535.5pp |
| Employer contribution / active EE | $4,518 | $3,206+41.0% | $2,568+76.0% | $4,876-7.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,730 | $5,812-70.2% | $4,561-62.1% | $10,886-84.1% |