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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 | $10,754 | $162,529-93.4% | $130,788-91.8% | $154,746-93.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.93% | 510.48%-495.5pp | 386.44%-371.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,170 | $4,447-73.7% | $3,558-67.1% | $4,379-73.3% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $539 | $7,669-93.0% | $6,673-91.9% | $14,365-96.2% |