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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 | $86,742 | $157,270-44.8% | $141,173-38.6% | $152,870-43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.05% | 64.33%-48.3pp | 71.40%-55.4pp | 345.34%-329.3pp |
| Employer contribution / active EE | $42,854 | $5,261+714.5% | $4,735+805.0% | $4,763+799.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,801 | $12,121-60.4% | $10,262-53.2% | $11,597-58.6% |