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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 | $70,230 | $183,592-61.7% | $155,574-54.9% | $145,877-51.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.05% | 61.37%-33.3pp | 64.87%-36.8pp | 551.28%-523.2pp |
| Employer contribution / active EE | $42,722 | $5,317+703.5% | $4,676+813.7% | $4,663+816.2% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,874 | $19,316-69.6% | $15,914-63.1% | $13,402-56.2% |