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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 | $21,424 | $110,093-80.5% | $97,295-78.0% | $145,897-85.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 29.41% | 244.76%-215.3pp | 75.62%-46.2pp | 552.29%-522.9pp |
| Employer contribution / active EE | $1,125 | $3,077-63.4% | $2,723-58.7% | $4,663-75.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $338 | $6,212-94.6% | $5,646-94.0% | $13,390-97.5% |