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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 | $77,018 | $228,352-66.3% | $185,835-58.6% | $158,966-51.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 45.23% | 40.81%+4.4pp | 35.96%+9.3pp | 302.95%-257.7pp |
| Employer contribution / active EE | $19,559 | $4,967+293.8% | $4,087+378.5% | $4,762+310.7% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,804 | $11,867-51.1% | $9,502-38.9% | $11,250-48.4% |