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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 | $44,516 | $132,634-66.4% | $115,768-61.5% | $137,256-67.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.65% | 160.70%-150.1pp | 100.46%-89.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,190 | $3,360-64.6% | $2,940-59.5% | $4,156-71.4% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,102 | $15,028-92.7% | $12,439-91.1% | $12,270-91.0% |