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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 | $41,969 | $98,776-57.5% | $149,745-72.0% | $79,856-47.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.05% | 27.38%-3.3pp | 276.72%-252.7pp | 31.71%-7.7pp |
| Employer contribution / active EE | $4,645 | $3,217+44.4% | $4,6460% | $2,471+88.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,591 | $6,053-57.2% | $9,312-72.2% | $5,306-51.2% |