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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 | $102,429-6.4% | $147,096-34.8% | $80,925+18.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 26.82% | 135.02%-108.2pp | 419.75%-392.9pp | 35.65%-8.8pp |
| Employer contribution / active EE | $1,210 | $3,716-67.4% | $4,936-75.5% | $2,756-56.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $563 | $7,957-92.9% | $13,005-95.7% | $6,940-91.9% |