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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 | $70,268 | $73,518-4.4% | $63,005+11.5% | $147,585-52.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.83% | 175.46%-162.6pp | 87.59%-74.8pp | 578.58%-565.8pp |
| Employer contribution / active EE | $1,273 | $3,322-61.7% | $2,760-53.9% | $4,876-73.9% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $374 | $5,952-93.7% | $3,599-89.6% | $10,886-96.6% |