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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 | $81,487-52.1% | $102,412-61.9% | $80,935-51.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 73.47% | 25.60%+47.9pp | 24.94%+48.5pp | 35.66%+37.8pp |
| Employer contribution / active EE | $13,513 | $3,103+335.5% | $3,870+249.2% | $2,757+390.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,289 | $6,717+38.3% | $8,388+10.7% | $6,924+34.2% |