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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 | $50,871 | $77,817-34.6% | $123,553-58.8% | $64,173-20.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 76.77% | 12.49%+64.3pp | 119.21%-42.4pp | 7.63%+69.1pp |
| Employer contribution / active EE | $7,399 | $3,014+145.5% | $4,628+59.9% | $2,381+210.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,869 | $5,519-66.1% | $9,284-79.9% | $4,887-61.8% |