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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 | $56,389 | $156,616-64.0% | $133,346-57.7% | $198,609-71.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 5.31% | 44.25%-38.9pp | 36.85%-31.5pp | 202.70%-197.4pp |
| Employer contribution / active EE | $6,250 | $3,368+85.6% | $2,853+119.0% | $5,055+23.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,835 | $17,468-89.5% | $14,264-87.1% | $19,030-90.4% |