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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 | $56,810 | $99,652-43.0% | $78,778-27.9% | $147,586-61.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.85% | 47.28%-37.4pp | 35.62%-25.8pp | 578.59%-568.7pp |
| Employer contribution / active EE | $417 | $2,796-85.1% | $1,986-79.0% | $4,876-91.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,269 | $7,155+169.3% | $5,134+275.3% | $10,886+77.0% |