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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 | $39,661 | $118,877-66.6% | $96,570-58.9% | $167,536-76.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.04% | 50.50%-40.5pp | 37.79%-27.8pp | 478.82%-468.8pp |
| Employer contribution / active EE | $10,039 | $3,121+221.7% | $2,357+325.9% | $4,839+107.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,423 | $8,069-82.4% | $6,182-77.0% | $12,315-88.4% |