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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 | $42,761 | $107,363-60.2% | $92,909-54.0% | $152,897-72.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.00% | 145.63%-131.6pp | 109.44%-95.4pp | 345.43%-331.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $37,000 | $4,848+663.2% | $4,238+773.1% | $5,851+532.4% |
| Admin fee / account holder | $787 | $7,082-88.9% | $5,795-86.4% | $11,599-93.2% |