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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 | $56,309 | $114,712-50.9% | $173,730-67.6% | $87,485-35.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 86.87% | 20.18%+66.7pp | 19.96%+66.9pp | 26.06%+60.8pp |
| Employer contribution / active EE | $6,609 | $2,904+127.6% | $4,577+44.4% | $2,596+154.6% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,760 | $10,210-63.2% | $17,523-78.5% | $7,775-51.6% |