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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 | $69,977 | $98,760-29.1% | $149,715-53.3% | $79,858-12.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.38% | 27.43%-15.0pp | 276.66%-264.3pp | 31.72%-19.3pp |
| Employer contribution / active EE | $7,224 | $3,217+124.6% | $4,645+55.5% | $2,471+192.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $883 | $6,053-85.4% | $9,310-90.5% | $5,306-83.4% |