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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 | $26,555 | $105,210-74.8% | $159,487-83.3% | $85,851-69.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 31.94% | 45.08%-13.1pp | 263.71%-231.8pp | 318.63%-286.7pp |
| Employer contribution / active EE | $5,270 | $3,319+58.8% | $4,831+9.1% | $2,565+105.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $670 | $6,934-90.3% | $10,804-93.8% | $6,261-89.3% |