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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 | $61,308 | $95,979-36.1% | $74,551-17.8% | $135,380-54.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.38% | 56.97%-49.6pp | 32.53%-25.2pp | 519.81%-512.4pp |
| Employer contribution / active EE | $1,545 | $2,716-43.1% | $1,961-21.2% | $4,779-67.7% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,602 | $6,522-75.4% | $5,059-68.3% | $10,828-85.2% |