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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 | $54,003 | $58,241-7.3% | $81,780-34.0% | $80,911-33.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.31% | 41.73%-30.4pp | 776.27%-765.0pp | 35.63%-24.3pp |
| Employer contribution / active EE | $10,640 | $2,343+354.1% | $2,914+265.2% | $2,756+286.1% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $980 | $4,973-80.3% | $7,384-86.7% | $6,935-85.9% |