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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 | $46,272 | $133,981-65.5% | $112,249-58.8% | $134,532-65.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.44% | 47.16%-44.7pp | 27.48%-25.0pp | 418.27%-415.8pp |
| Employer contribution / active EE | $23,333 | $4,040+477.6% | $3,636+541.7% | $4,741+392.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,018 | $7,492-46.4% | $6,412-37.3% | $11,429-64.8% |