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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 | $44,641 | $125,193-64.3% | $105,591-57.7% | $145,978-69.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 23.08% | 225.53%-202.5pp | 116.43%-93.3pp | 550.52%-527.4pp |
| Employer contribution / active EE | $2,273 | $3,718-38.9% | $3,166-28.2% | $4,662-51.2% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,063 | $17,277-93.8% | $11,024-90.4% | $13,400-92.1% |