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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 | $32,029 | $78,682-59.3% | $109,188-70.7% | $85,851-62.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 20.86% | 25.09%-4.2pp | 25.76%-4.9pp | 318.63%-297.8pp |
| Employer contribution / active EE | $5,172 | $2,734+89.2% | $3,723+38.9% | $2,565+101.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $641 | $5,470-88.3% | $6,755-90.5% | $6,261-89.8% |