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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 | $56,462 | $102,663-45.0% | $86,216-34.5% | $139,466-59.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.53% | 1924.52%-1915.0pp | 1169.42%-1159.9pp | 373.66%-364.1pp |
| Employer contribution / active EE | $1,429 | $3,035-52.9% | $2,382-40.0% | $4,754-69.9% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,179 | $8,663-86.4% | $6,853-82.8% | $11,409-89.7% |