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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 | $48,186 | $107,030-55.0% | $73,550-34.5% | $147,586-67.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 7.64% | 38.25%-30.6pp | -15.16%+22.8pp | 578.59%-571.0pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $315 | $3,055-89.7% | $2,320-86.4% | $10,886-97.1% |