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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 | $38,415 | $81,696-53.0% | $70,494-45.5% | $158,982-75.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.14% | 208.70%-197.6pp | 109.16%-98.0pp | 302.99%-291.9pp |
| Employer contribution / active EE | $7,059 | $3,220+119.2% | $2,738+157.8% | $4,763+48.2% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $748 | $6,200-87.9% | $3,848-80.6% | $11,252-93.4% |