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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 | $57,840 | $211,224-72.6% | $178,505-67.6% | $145,897-60.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.77% | 30.28%-11.5pp | 27.16%-8.4pp | 552.29%-533.5pp |
| Employer contribution / active EE | $5,512 | $4,577+20.4% | $3,955+39.4% | $4,663+18.2% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $32,954 | $12,109+172.1% | $10,428+216.0% | $13,390+146.1% |