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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 | $67,492 | $86,294-21.8% | $111,303-39.4% | $85,856-21.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 21.22% | 19.99%+1.2pp | 54.66%-33.4pp | 318.58%-297.4pp |
| Employer contribution / active EE | $6,575 | $2,043+221.7% | $2,731+140.7% | $2,565+156.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,059 | $8,189-62.6% | $7,966-61.6% | $6,261-51.1% |