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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 | $53,309 | $115,796-54.0% | $101,264-47.4% | $158,950-66.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.66% | 56.15%-43.5pp | 46.48%-33.8pp | 302.91%-290.2pp |
| Employer contribution / active EE | $1,823 | $4,175-56.3% | $3,660-50.2% | $4,762-61.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $464 | $7,247-93.6% | $5,947-92.2% | $11,248-95.9% |