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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 | $95,833 | $102,422-6.4% | $147,117-34.9% | $80,959+18.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 26.82% | 135.16%-108.3pp | 420.54%-393.7pp | 35.67%-8.9pp |
| Employer contribution / active EE | $1,210 | $3,717-67.4% | $4,932-75.5% | $2,757-56.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $563 | $7,953-92.9% | $12,993-95.7% | $6,925-91.9% |