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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 | $42,957 | $100,811-57.4% | $86,698-50.5% | $134,545-68.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 37.27% | 29.11%+8.2pp | 35.96%+1.3pp | 418.37%-381.1pp |
| Employer contribution / active EE | $2,851 | $3,490-18.3% | $2,837+0.5% | $4,742-39.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,160 | $10,926-89.4% | $7,492-84.5% | $11,431-89.9% |