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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 | $50,961 | $112,915-54.9% | $90,965-44.0% | $158,950-67.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.65% | 215.75%-210.1pp | 134.57%-128.9pp | 302.91%-297.3pp |
| Employer contribution / active EE | $10,714 | $2,894+270.2% | $2,122+404.9% | $4,762+125.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,455 | $8,044-69.5% | $5,960-58.8% | $11,248-78.2% |