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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 | $82,290 | $185,856-55.7% | $170,028-51.6% | $139,456-41.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.09% | 60.52%-41.4pp | 53.39%-34.3pp | 373.45%-354.4pp |
| Employer contribution / active EE | $2,545 | $7,593-66.5% | $6,788-62.5% | $4,753-46.4% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,032 | $15,387-93.3% | $12,820-92.0% | $11,407-91.0% |