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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 | $60,988 | $106,247-42.6% | $96,515-36.8% | $139,466-56.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,112 | $4,106-24.2% | $3,740-16.8% | $4,754-34.5% |
| Participant deferral / active EE | $12,539 | $5,456+129.8% | $4,880+157.0% | $6,712+86.8% |
| Admin fee / account holder | $325 | $7,885-95.9% | $6,735-95.2% | $11,409-97.1% |