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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 | $78,291 | $137,414-43.0% | $189,537-58.7% | $85,847-8.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 29.02% | 38.14%-9.1pp | 555.34%-526.3pp | 318.61%-289.6pp |
| Employer contribution / active EE | $2,085 | $4,344-52.0% | $6,161-66.1% | $2,565-18.7% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $941 | $8,630-89.1% | $12,048-92.2% | $6,261-85.0% |