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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 | $34,883 | $81,504-57.2% | $102,437-65.9% | $80,959-56.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 73.27% | 25.60%+47.7pp | 24.95%+48.3pp | 35.67%+37.6pp |
| Employer contribution / active EE | $7,653 | $3,104+146.6% | $3,871+97.7% | $2,757+177.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,855 | $6,719-27.7% | $8,388-42.1% | $6,925-29.9% |