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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 | $57,797 | $98,776-41.5% | $149,745-61.4% | $79,856-27.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 49.25% | 27.38%+21.9pp | 276.72%-227.5pp | 31.71%+17.5pp |
| Employer contribution / active EE | $942 | $3,217-70.7% | $4,646-79.7% | $2,471-61.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $357 | $6,053-94.1% | $9,312-96.2% | $5,306-93.3% |