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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 | $44,381 | $115,810-61.7% | $101,271-56.2% | $158,966-72.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.70% | 56.15%-45.4pp | 46.48%-35.8pp | 302.95%-292.2pp |
| Employer contribution / active EE | $1,621 | $4,175-61.2% | $3,660-55.7% | $4,762-66.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,460 | $7,248-79.9% | $5,948-75.5% | $11,250-87.0% |