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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 | $38,948 | $118,875-67.2% | $96,572-59.7% | $167,553-76.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.38% | 50.50%-40.1pp | 37.79%-27.4pp | 478.89%-468.5pp |
| Employer contribution / active EE | $21,465 | $3,121+587.8% | $2,357+810.6% | $4,840+343.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,379 | $8,070-70.5% | $6,183-61.5% | $12,316-80.7% |