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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 | $67,451 | $93,345-27.7% | $119,126-43.4% | $87,485-22.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 46.66% | 19.08%+27.6pp | 282.11%-235.4pp | 26.06%+20.6pp |
| Employer contribution / active EE | $1,189 | $3,172-62.5% | $4,034-70.5% | $2,596-54.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,138 | $8,039-85.8% | $10,693-89.4% | $7,775-85.4% |