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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 | $62,837 | $102,422-38.6% | $147,117-57.3% | $80,959-22.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 33.65% | 135.16%-101.5pp | 420.54%-386.9pp | 35.67%-2.0pp |
| Employer contribution / active EE | $9,091 | $3,717+144.5% | $4,932+84.3% | $2,757+229.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,030 | $7,953-61.9% | $12,993-76.7% | $6,925-56.2% |