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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 | $50,169 | $107,363-53.3% | $92,909-46.0% | $152,897-67.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.39% | 145.63%-127.2pp | 109.44%-91.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $2,778 | $4,222-34.2% | $3,653-24.0% | $4,764-41.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $513 | $7,082-92.8% | $5,795-91.1% | $11,599-95.6% |