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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 | $36,101 | $53,837-32.9% | $75,714-52.3% | $85,847-57.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 24.03% | 24.54%-0.5pp | 104.62%-80.6pp | 318.61%-294.6pp |
| Employer contribution / active EE | $9,571 | $2,017+374.4% | $2,744+248.9% | $2,565+273.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,090 | $3,339-67.4% | $3,619-69.9% | $6,261-82.6% |