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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 | $44,180 | $157,304-71.9% | $141,197-68.7% | $152,909-71.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.48% | 64.34%-27.9pp | 71.41%-34.9pp | 345.46%-309.0pp |
| Employer contribution / active EE | $4,153 | $5,263-21.1% | $4,736-12.3% | $4,764-12.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,216 | $12,126-81.7% | $10,265-78.4% | $11,601-80.9% |