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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 | $43,377 | $165,351-73.8% | $149,710-71.0% | $158,931-72.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.48% | 348.19%-333.7pp | 276.63%-262.2pp | 302.86%-288.4pp |
| Employer contribution / active EE | $1,601 | $5,103-68.6% | $4,645-65.5% | $4,761-66.4% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $758 | $10,807-93.0% | $9,309-91.9% | $11,247-93.3% |