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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 | $86,742 | $157,304-44.9% | $141,197-38.6% | $152,909-43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.05% | 64.34%-48.3pp | 71.41%-55.4pp | 345.46%-329.4pp |
| Employer contribution / active EE | $42,854 | $5,263+714.3% | $4,736+804.8% | $4,764+799.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,801 | $12,126-60.4% | $10,265-53.2% | $11,601-58.6% |