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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 | $50,444 | $63,346-20.4% | $92,239-45.3% | $70,124-28.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.89% | 530.19%-517.3pp | 176.29%-163.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,985 | $2,471+20.8% | $3,680-18.9% | $2,342+27.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $396 | $3,841-89.7% | $5,194-92.4% | $4,645-91.5% |