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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 | $51,458 | $100,060-48.6% | $149,721-65.6% | $70,126-26.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.93% | 27.46%-7.5pp | 1501.67%-1481.7pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,613 | $3,661-55.9% | $5,444-70.4% | $2,343-31.1% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $388 | $8,285-95.3% | $11,282-96.6% | $4,645-91.7% |