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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 | $39,057 | $77,416-49.5% | $69,464-43.8% | $152,897-74.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.25% | 39.08%-23.8pp | 28.98%-13.7pp | 345.43%-330.2pp |
| Employer contribution / active EE | $3,365 | $3,315+1.5% | $2,779+21.1% | $4,764-29.4% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,529 | $6,208+53.5% | $3,840+148.1% | $11,599-17.9% |