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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 | $71,270 | $99,994-28.7% | $146,643-51.4% | $85,847-17.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 40.60% | 18.93%+21.7pp | 22.75%+17.9pp | 318.61%-278.0pp |
| Employer contribution / active EE | $826 | $2,559-67.7% | $4,137-80.0% | $2,565-67.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $406 | $7,703-94.7% | $10,280-96.1% | $6,261-93.5% |