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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 | $31,799 | $125,190-74.6% | $105,624-69.9% | $145,897-78.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.05% | 225.22%-215.2pp | 116.20%-106.2pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,076 | $3,720-71.1% | $3,168-66.0% | $4,663-76.9% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,821 | $17,138-89.4% | $10,961-83.4% | $13,390-86.4% |