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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 | $33,997 | $82,678-58.9% | $125,391-72.9% | $68,490-50.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 31.20% | -5.97%+37.2pp | 572.41%-541.2pp | -7.85%+39.1pp |
| Employer contribution / active EE | $5,638 | $3,382+66.7% | $4,816+17.1% | $2,597+117.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,887 | $6,277-69.9% | $10,009-81.1% | $5,403-65.1% |