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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 | $41,395 | $106,267-61.0% | $96,520-57.1% | $139,456-70.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 48.47% | 38.45%+10.0pp | 35.72%+12.8pp | 373.45%-325.0pp |
| Employer contribution / active EE | $3,139 | $4,105-23.5% | $3,739-16.0% | $4,753-34.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,813 | $7,882-77.0% | $6,733-73.1% | $11,407-84.1% |