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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 | $34,797 | $69,118-49.7% | $53,647-35.1% | $138,895-74.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 11.30% | 248.26%-237.0pp | 358.33%-347.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $29,571 | $1,189+2386.0% | $962+2973.8% | $4,194+605.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $671 | $2,724-75.4% | $2,460-72.7% | $12,562-94.7% |