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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 | $37,948 | $101,795-62.7% | $165,100-77.0% | $80,959-53.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 68.68% | 16.73%+52.0pp | 70.21%-1.5pp | 35.67%+33.0pp |
| Employer contribution / active EE | $16,863 | $2,954+470.9% | $4,348+287.8% | $2,757+511.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,532 | $8,221-69.2% | $12,696-80.1% | $6,925-63.4% |