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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 | $28,250 | $107,421-73.7% | $182,262-84.5% | $94,015-70.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 33.47% | 21.32%+12.1pp | 140.60%-107.1pp | 17.84%+15.6pp |
| Employer contribution / active EE | $10,945 | $3,448+217.5% | $5,046+116.9% | $2,790+292.3% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,306 | $8,692-39.0% | $16,712-68.3% | $8,951-40.7% |