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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 | $54,523 | $107,363-49.2% | $92,909-41.3% | $152,897-64.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.89% | 145.63%-122.7pp | 109.44%-86.6pp | 345.43%-322.5pp |
| Employer contribution / active EE | $2,727 | $4,222-35.4% | $3,653-25.3% | $4,764-42.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $822 | $7,082-88.4% | $5,795-85.8% | $11,599-92.9% |