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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 | $55,402 | $81,664-32.2% | $70,476-21.4% | $158,966-65.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.91% | 208.59%-198.7pp | 109.12%-99.2pp | 302.95%-293.0pp |
| Employer contribution / active EE | $7,463 | $3,219+131.9% | $2,738+172.6% | $4,762+56.7% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,923 | $6,197-52.8% | $3,847-24.0% | $11,250-74.0% |