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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 | $136,776 | $232,540-41.2% | $185,117-26.1% | $147,586-7.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.38% | 43.03%-31.7pp | 40.50%-29.1pp | 578.59%-567.2pp |
| Employer contribution / active EE | $2,960 | $5,195-43.0% | $4,182-29.2% | $4,876-39.3% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,318 | $10,275-87.2% | $8,159-83.8% | $10,886-87.9% |