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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 | $31,098 | $72,486-57.1% | $87,103-64.3% | $72,976-57.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 93.17% | 24.46%+68.7pp | 28.19%+65.0pp | 81.02%+12.2pp |
| Employer contribution / active EE | $727 | $1,894-61.6% | $2,521-71.2% | $2,440-70.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $308 | $5,055-93.9% | $7,491-95.9% | $5,124-94.0% |