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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 | $39,048 | $81,446-52.1% | $103,374-62.2% | $80,874-51.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 73.47% | 25.57%+47.9pp | 24.89%+48.6pp | 35.62%+37.8pp |
| Employer contribution / active EE | $13,513 | $3,107+334.9% | $3,869+249.2% | $2,756+390.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,289 | $6,715+38.3% | $8,394+10.7% | $6,935+33.9% |