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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 | $83,428 | $150,207-44.5% | $120,380-30.7% | $145,978-42.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.95% | 154.28%-132.3pp | 107.28%-85.3pp | 550.52%-528.6pp |
| Employer contribution / active EE | $1,987 | $4,351-54.3% | $3,465-42.7% | $4,662-57.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $808 | $12,203-93.4% | $9,421-91.4% | $13,400-94.0% |