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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 | $56,273 | $157,296-64.2% | $141,191-60.1% | $152,897-63.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.72% | 64.34%-49.6pp | 71.41%-56.7pp | 345.43%-330.7pp |
| Employer contribution / active EE | $1,798 | $5,262-65.8% | $4,736-62.0% | $4,764-62.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $510 | $12,125-95.8% | $10,264-95.0% | $11,599-95.6% |