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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 | $59,474 | $100,139-40.6% | $85,187-30.2% | $145,884-59.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 84.15%-74.8pp | 66.67%-57.3pp | 551.85%-542.5pp |
| Employer contribution / active EE | $33,556 | $3,238+936.3% | $2,732+1128.1% | $4,662+619.7% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $637 | $7,262-91.2% | $6,162-89.7% | $13,392-95.2% |