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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 | $25,178 | $57,352-56.1% | $83,831-70.0% | $64,173-60.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 41.15% | 11.38%+29.8pp | 850.99%-809.8pp | 7.63%+33.5pp |
| Employer contribution / active EE | $14,749 | $2,546+479.4% | $3,631+306.2% | $2,381+519.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $774 | $4,046-80.9% | $5,479-85.9% | $4,887-84.2% |