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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 | $69,117 | $100,901-31.5% | $75,501-8.5% | $147,586-53.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 11.54% | 35.78%-24.2pp | 27.35%-15.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $23,164 | $3,253+612.0% | $2,352+884.9% | $4,876+375.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $761 | $11,285-93.3% | $5,801-86.9% | $10,886-93.0% |