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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 | $31,946 | $97,125-67.1% | $86,233-63.0% | $137,256-76.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.29% | 74.19%-61.9pp | 61.39%-49.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $987 | $5,180-80.9% | $4,559-78.3% | $6,407-84.6% |
| Admin fee / account holder | $907 | $9,725-90.7% | $8,342-89.1% | $12,270-92.6% |