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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 | $70,702 | $86,288-18.1% | $111,306-36.5% | $85,851-17.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 43.06% | 19.99%+23.1pp | 54.67%-11.6pp | 318.63%-275.6pp |
| Employer contribution / active EE | $7,870 | $2,044+285.1% | $2,732+188.1% | $2,565+206.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $635 | $8,189-92.2% | $7,966-92.0% | $6,261-89.9% |