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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 | $53,433 | $91,559-41.6% | $133,959-60.1% | $79,858-33.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.32% | 61.85%-50.5pp | 45.09%-33.8pp | 31.72%-20.4pp |
| Employer contribution / active EE | $6,073 | $2,384+154.8% | $3,919+55.0% | $2,471+145.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,733 | $6,321-56.8% | $8,928-69.4% | $5,306-48.5% |