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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 | $51,905 | $132,099-60.7% | $115,599-55.1% | $138,895-62.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 11.41% | 176.76%-165.3pp | 111.10%-99.7pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,500 | $3,416-26.8% | $2,955-15.4% | $4,194-40.4% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,086 | $15,650-93.1% | $12,841-91.5% | $12,562-91.4% |