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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 | $49,234 | $64,909-24.1% | $82,312-40.2% | $62,293-21.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 333.17% | 21.18%+312.0pp | 25.88%+307.3pp | 28.90%+304.3pp |
| Employer contribution / active EE | $3,628 | $1,676+116.5% | $2,428+49.4% | $2,042+77.7% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $826 | $440+88.0% | $5,608-85.3% | $479+72.4% |