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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 | $71,709 | $93,617-23.4% | $135,982-47.3% | $75,177-4.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.77% | 30.89%-0.1pp | 68.32%-37.5pp | 160.75%-130.0pp |
| Employer contribution / active EE | $6,949 | $3,538+96.4% | $4,859+43.0% | $2,671+160.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,200 | $6,980-39.8% | $10,767-61.0% | $5,651-25.7% |