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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 | $38,402 | $176,402-78.2% | $134,162-71.4% | $158,982-75.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.73% | 63.66%-45.9pp | 36.35%-18.6pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,763 | $5,042-45.2% | $3,705-25.4% | $4,763-42.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $324 | $8,719-96.3% | $6,685-95.2% | $11,252-97.1% |