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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 | $35,327 | $109,411-67.7% | $89,435-60.5% | $158,982-77.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.63% | 345.68%-336.0pp | 245.55%-235.9pp | 302.99%-293.4pp |
| Employer contribution / active EE | $357 | $3,173-88.7% | $2,587-86.2% | $4,763-92.5% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $379 | $6,159-93.8% | $4,884-92.2% | $11,252-96.6% |