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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 | $55,869 | $162,529-65.6% | $130,788-57.3% | $154,746-63.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.65% | 510.48%-498.8pp | 386.44%-374.8pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,083 | $4,447-53.2% | $3,558-41.4% | $4,379-52.4% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,053 | $7,669-86.3% | $6,673-84.2% | $14,365-92.7% |