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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 | $24,209 | $69,248-65.0% | $64,101-62.2% | $139,466-82.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.07% | 45.95%-30.9pp | 33.72%-18.6pp | 373.66%-358.6pp |
| Employer contribution / active EE | $988 | $3,185-69.0% | $2,749-64.1% | $4,754-79.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $338 | $4,247-92.0% | $3,070-89.0% | $11,409-97.0% |