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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 | $77,472-62.2% | $100,415-70.8% | $80,959-63.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 62.34% | 37.26%+25.1pp | 49.47%+12.9pp | 35.67%+26.7pp |
| Employer contribution / active EE | $8,298 | $2,800+196.3% | $3,943+110.5% | $2,757+201.0% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,676 | $5,885-20.5% | $7,906-40.9% | $6,925-32.5% |