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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 | $59,190 | $98,776-40.1% | $149,745-60.5% | $79,856-25.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.66% | 27.38%-5.7pp | 276.72%-255.1pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,121 | $3,217-34.1% | $4,646-54.3% | $2,471-14.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $993 | $6,053-83.6% | $9,312-89.3% | $5,306-81.3% |