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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 | $29,289 | $77,460-62.2% | $100,378-70.8% | $80,925-63.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 62.34% | 37.24%+25.1pp | 49.41%+12.9pp | 35.65%+26.7pp |
| Employer contribution / active EE | $8,298 | $2,801+196.2% | $3,942+110.5% | $2,756+201.1% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,676 | $5,887-20.6% | $7,899-40.8% | $6,940-32.6% |