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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 | $28,514 | $68,681-58.5% | $86,615-67.1% | $85,847-66.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 26.39% | 20.12%+6.3pp | 63.51%-37.1pp | 318.61%-292.2pp |
| Employer contribution / active EE | $7,130 | $1,880+279.2% | $2,496+185.7% | $2,565+177.9% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,317 | $5,974-77.9% | $5,830-77.4% | $6,261-79.0% |