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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 | $42,428 | $81,504-47.9% | $102,437-58.6% | $80,959-47.6% |
| Participation rate | 98.7% | 66.9%+31.9pp | 74.5%+24.2pp | 67.7%+31.0pp |
| Annual return | 47.70% | 25.60%+22.1pp | 24.95%+22.7pp | 35.67%+12.0pp |
| Employer contribution / active EE | $13,130 | $3,104+323.1% | $3,871+239.2% | $2,757+376.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,711 | $6,719-74.5% | $8,388-79.6% | $6,925-75.3% |