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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 | $110,567 | $72,177+53.2% | $115,038-3.9% | $59,633+85.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 35.48% | 12.02%+23.5pp | 26.14%+9.3pp | 2041.45%-2006.0pp |
| Employer contribution / active EE | $520 | $2,841-81.7% | $4,608-88.7% | $2,203-76.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $316 | $4,927-93.6% | $8,175-96.1% | $4,297-92.6% |