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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 | $50,086 | $112,131-55.3% | $95,964-47.8% | $158,982-68.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.60% | 171.19%-161.6pp | 91.64%-82.0pp | 302.99%-293.4pp |
| Employer contribution / active EE | $1,625 | $3,199-49.2% | $2,541-36.1% | $4,763-65.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,515 | $10,136-85.1% | $6,797-77.7% | $11,252-86.5% |