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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 | $54,706 | $118,854-54.0% | $96,565-43.3% | $167,497-67.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 24.85% | 50.49%-25.6pp | 37.78%-12.9pp | 478.62%-453.8pp |
| Employer contribution / active EE | $909 | $3,119-70.9% | $2,356-61.4% | $4,838-81.2% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $3,848-100.0% | $6,341-100.0% |
| Admin fee / account holder | $21,926 | $8,065+171.8% | $6,181+254.7% | $12,310+78.1% |