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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 | $61,594 | $124,330-50.5% | $109,173-43.6% | $167,536-63.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 35.80% | 26.04%+9.8pp | 25.75%+10.0pp | 478.82%-443.0pp |
| Employer contribution / active EE | $7,669 | $4,209+82.2% | $3,723+106.0% | $4,839+58.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,195 | $7,974-59.9% | $6,755-52.7% | $12,315-74.1% |