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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 | $71,828 | $115,810-38.0% | $101,271-29.1% | $158,966-54.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.40% | 56.15%-33.8pp | 46.48%-24.1pp | 302.95%-280.5pp |
| Employer contribution / active EE | $3,588 | $4,175-14.1% | $3,660-2.0% | $4,762-24.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $450 | $7,248-93.8% | $5,948-92.4% | $11,250-96.0% |