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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 | $34,392 | $157,304-78.1% | $141,197-75.6% | $152,909-77.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.32% | 64.34%-29.0pp | 71.41%-36.1pp | 345.46%-310.1pp |
| Employer contribution / active EE | $2,701 | $5,263-48.7% | $4,736-43.0% | $4,764-43.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $939 | $12,126-92.3% | $10,265-90.9% | $11,601-91.9% |