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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 | $41,946 | $99,994-58.1% | $146,647-71.4% | $85,851-51.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.22% | 18.93%-3.7pp | 22.75%-7.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $9,723 | $2,559+279.9% | $4,137+135.0% | $2,565+279.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,765 | $7,703-77.1% | $10,281-82.8% | $6,261-71.8% |